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Item
Number Manuacturer Name Manufacturer Product Number
Product
Number Product Description Unit of Measure Quantity List Price Discount
Percent
(%)
Unit Net
Price
Extended Total
Price
Maricopa County
Bid Serial 16154-RFP: Maintenance, Repair, Operating Supplies, Industrial Supplies, and Related Products and Services Attachment A-1
Pricing Analysis
Wholesale MRO
48 HD SUPPLY 1622-RE 404472 16x22" Recsd Mnt Mirror Medcin Cab EA 1,126 $ - $ - 49 HD SUPPLY 1094-06 325255 10" WHITE DRUM FIXTURE, CLEAR/WHT GLASS EA 2,187 $ - $ - 50 HD SUPPLY PL-2440 317875 13-3/4" ROUND WHITE ACRYLIC DRUM LENS EA 2,756 $ - $ - 51 HD SUPPLY XL-W-011 233750 6" UNIVERSAL SURFACE RANGE ELEMENT EA 5,339 $ - $ - 52 HD SUPPLY SX36FC1816-100 857650 36" x 100' Fiberglass Screen Charcoal EA 1,108 $ - $ - 53 HD SUPPLY 1626-R 189811 16x26" Recessed Mirrored Medicine Cab EA 1,309 $ - $ - 54 HD SUPPLY 1049-06 322000 10" WHITE CEILING DRUM FIXTURE EA 2,013 $ - $ - 55 J.T.EATON & CO., INC. 11-00PRE6 111882 Rat And Mouse Glue Tray 12/Pkg PKG 12 2,760 $ - $ - 56 KIDDE 21006377-N 126726 KIDDE AC/DC CO/SMOKE ALARM - TALKING EA 5,702 $ - $ - 57 KIDDE 21006378 103406 KIDDE WIRE-IN W/ 9V BATTERY BACK-UP SMO EA 8,241 $ - $ - 58 KIDDE 21006376 340004 KIDDE WIRE-IN W/ 9V BATT BACK-UP SMO EA 5,334 $ - $ - 59 KIDDE 21007586 126734 FIREX AC/DC SMOKE ALARM EA 3,947 $ - $ - 60 KIDDE 21025811 126662 MWH CO ALARM EA 2,903 $ - $ -
61 KIDDE 21006371 126532 KIDDE PHOTOELECTRIC SMOKE ALARM PE120 EA 2,439 $ - $ - 62 KIDDE 21025778 340005 KIDDE Battery Carbon Monoxide Alarm EA 1,984 $ - $ - 63 KIDDE 21009423 126505 MWH BATTERY IONIZATION SMOKE ALARM PK/6 PKG 6 1,609 $ - $ - 64 KIMBERLY CLARK 75260 117397 Scott Rags In A Box 200/Pkg PKG 200 8,174 $ - $ - 65 MAINTENANCE WAREHOUSE L8648AKFR01 119070 56 Gal 1.65 Mil Trash Bag 100/Cs PKG 100 2,450 $ - $ - 66 MAINTENANCE WAREHOUSE L7658AKFR01 119071 55-60 Gal 1.5 Mil Trash Bag 100/Cs EA00 2,343 $ - $ - 67 MAINTENANCE WAREHOUSE L8046AKFR01 119060 40-45 Gal 1.5 Mil Trash Bag 100/Pkg PKG 100 2,456 $ - $ - 68 MAINTENANCE WAREHOUSE ESL13T/12/HDS 313258 CFLi Bulb VL 13W 2700K Twist 12pk PKG 12 3,112 $ - $ - 69 MAINTENANCE WAREHOUSE ESL13T/41K/12/HDS 313264 CFLi Bulb VL 13W 4100K Twist 12pk PKG 12 2,904 $ - $ - 70 MAINTENANCE WAREHOUSE N4827TWFR01 119135 13 Gal .9 Mil Trash Bag 200/Cs PKG 200 1,676 $ - $ - 71 MAINTENANCE WAREHOUSE H7856AGF 119125 55-60 Gal 1.55 Mil Trash Bag 50/Cs PKG 50 2,156 $ - $ - 72 MAINTENANCE WAREHOUSE 30181603 568501 MW Wood Toilet Seat Round 6 Pack PKG 6 2,142 $ - $ - 73 MAINTENANCE WAREHOUSE 30181603 568515 MW Wood Toilet Seat Elongated 6 Pack PKG 6 1,007 $ - $ - 74 MAINTENANCE WAREHOUSE TSR60AS-EL-6 568729 Toilet Seat Plastic MW Elongated 6/Pkg PKG 6 897 $ - $ - 75 MAINTENANCE WAREHOUSE X6648QKF 119099 42 Gal 2.5 Mil Trash Bag 50/Cs PKG 50 1,447 $ - $ - 76 MAINTENANCE WAREHOUSE T-99820-HDS 502062 Mntnce Wrhse Terry Towel, 24/Pkg PKG 24 2,694 $ - $ - 77 MODULAR VANITY TOPS 30181504 404379 19x17" Wht Cult Mrbl Vnty Top W/Snk EA 884 $ - $ - 78 MORTON SALT F115010000 300490 Morton Water Softener Salt Pellets 50LB EA 5,450 $ - $ - 79 PHILIPS LIGHTING CO. 196865 314615 T8 Ballast Adv 2 Bulb Elec 32W 120-277V EA 3,630 $ - $ - 80 PHILIPS LIGHTING CO. 427187 327499 FLR Bulb Phl 40W T12 4100K 89CRI 30pk PKG 30 1,134 $ - $ - 81 PHILIPS LIGHTING CO. 454199 311632 CFLi Bulb Phl 13W 2700K Twist GU24 Base EA 9,410 $ - $ - 82 PHILIPS LIGHTING CO. 117788 312971 CFL Ballast Adv 1-2 Bulb Elec 120-277V EA 1,535 $ - $ - 83 PREFOLLOW CO 5U039 115101 32" Pick-Up Tool EA 1,924 $ - $ - 84 PRIME LINE PRODUCTS K-5109 856770 Hvy Dty Pneumatic Storm Door Clsr Black EA 8,410 $ - $ - 85 PRIME LINE PRODUCTS K-5071 855900 1-3/4" Storm Door Handle Black EA 5,886 $ - $ - 86 RESEARCH PRODUCTS CO 96923199 246850 8-3/4x10-1/2x3/32 Alum Range Hood Fltr EA 20,597 $ - $ - 87 RESEARCH PRODUCTS CO 97023195 246400 8-3/4x10-1/2 Actvtd Carbon Rng Hd Fltr EA 19,191 $ - $ - 88 ROPPE CORP H140LA5P100 809775 Roppe 4" X 4' Black Cove Base, CS/16 CS 16 3,146 $ - $ - 89 SAS SAFETY CORP 66519 117955 DISP XL NITRILE GLOVES "PKG OF 100" PKG 100 10,077 $ - $ - 90 SAS SAFETY CORP 6609-40 117844 DISP XL NITRILE GLOVES "PKG OF 50" PKG 50 6,278 $ - $ - 91 SAS SAFETY CORP 66518 117954 DISP LARGE NITRILE GLOVES "PKG OF 100" PKG 100 5,590 $ - $ - 92 SEASONS TSPLH0010 568700 Seasons Plastic Toilet Seat EL White EA 2,574 $ - $ - 93 SHIELD SECURITY 97600 913800 Shield Security Tulip Passage Knob Brass EA 8,343 $ - $ - 94 SUPERIOR/HKF-WEST INC 6080-060 250358 Replacement GE Refrig Evap Fan Motor EA 1,386 $ - $ - 95 SUPERIOR/HKF-WEST INC 6080-009 250674 Vented Range Hood Fan Assembly EA 1,626 $ - $ -
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Item
Number Manuacturer Name Manufacturer Product Number
Product
Number Product Description Unit of Measure Quantity List Price Discount
Percent
(%)
Unit Net
Price
Extended Total
Price
Maricopa County
Bid Serial 16154-RFP: Maintenance, Repair, Operating Supplies, Industrial Supplies, and Related Products and Services Attachment A-1
Pricing Analysis
Wholesale MRO
96 TCP 33113SP 327860 CFLi Bulb TCP 13W 2700K Twist GU24 Base EA 8,667 $ - $ - 97 UNIVERSAL POWER GROUP D5733 325771 6V 4.5Ah Lead Acid Emergency Battery EA 4,509 $ - $ - 98 W.W. HENRY COMPANY FP00430069 807245 Henry 4 Gallon Tile Adhesive EA 1,854 $ - $ - 99 W.W. HENRY COMPANY 12169 531080 Henry# 595 Cove Base Adhesive 11oz EA 14,806 $ - $ - 100 WHITE-RODGERS 01F78 144S1 213664 W/R 24V DIGITAL HEAT/COOL NON-PROGRAM EA 1,577 $ - $ - TOTAL $ -
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Item
Number Manuacturer Name Manufacturer Product Number Product Number Product Description Unit of Measure Quantity List Price Discount
Percent
(%)
Unit Net
Price
Extended
Total Price
Example ABC Company 123456 11111 ABC HYDRAULIC CYLINDER EA 1000 $ 10.00 20% $ 8.00 $ 8,000.00 1 BALDOR EM2559TS-4 EM2559TS-4 AC Motor, Premium Efficient, 125 HP EA 10 $ - $ - 2 BALDOR IDVSM4314T IDVSM4314T AC Motor, Inverter/Vector, 60 HP EA 10 $ - $ - 3 BALDOR EM4110T EM4110T Super-E® Premium Efficient Rigid Base AC Motor, 324T Frame; Rigid Base EA 12 $ - $ - 4 BALDOR EM2547T EM2547T Super-E® Premium Efficient 1800 RPM Three Phase Rigid Base AC Motor, 60hp EA 12 $ - $ - 5 BALDOR EM2543T EM2543T Super-E® Premium Efficient 1800 RPM Three Phase Rigid Base AC Motor, 50hp EA 14 $ - $ - 6 BALDOR VEBM3615T VEBM3615T Integral HP Cast Iron140-280frame AC Electrical Motor EA 15 $ - $ - 7 BALDOR EM4314T-G EM4314T-G HVAC Motor, 3 PH, 60 HP, 230/460 V, 1800 RPM, TEFC, 364T Frame EA 15 $ - $ - 8 BALDOR VECP3770T VECP3770T Super-E® Mill & Chemical Duty AC Motor, 213TC Frame; F1 Mounting Style EA 16 $ - $ - 9 BALDOR EM2513T EM2513T Super-E® Premium Efficient 1800 RPM Three Phase Rigid Base AC Motor, 15hp EA 17 $ - $ - 10 BALDOR VEBM3558T VEBM3558T Fractional HP Brakemotor AC Electrical Motor EA 17 $ - $ - 11 BALDOR EM3311T EM3311T Super-E® Premium Efficient 1800 RPM Three Phase Rigid Base AC Motor, 213T Frame; Rigid Base EA 18 $ - $ - 12 BALDOR CEM3661T CEM3661T Super-E® Premium Efficient AC Motor, 182TC Frame, F-1 Mounting Style EA 20 $ - $ - 13 BALDOR EM3714T EM3714T Super-E® Premium Efficient AC Motor, 215T Frame, F-1 Mounting Style EA 21 $ - $ - 14 BALDOR EM3313T EM3313T Super-E® Premium Efficient 1800 RPM Three Phase Rigid Base AC Motor, 10hp EA 21 $ - $ - 15 BALDOR EM3710T EM3710T Super-E® Premium Efficient AC Motor, 213T Frame; Rigid Base EA 22 $ - $ - 16 BALDOR EM3611T EM3611T Super-E® Premium Efficient AC Motor, Rigid Base, 182T Frame EA 26 $ - $ - 17 BALDOR EM3546T EM3546T Super-E® Premium Efficient AC Motor, 143T Frame; General Purpose EA 30 $ - $ - 18 BALDOR CEM3546T CEM3546T Super-E® Premium Efficient AC Motor, C-Face (With Base), 143TC Frame EA 35 $ - $ - 19 BALDOR CEM3558T CEM3558T Super-E® Premium Efficient AC Motor; 145TC Frame EA 85 $ - $ - 20 CAMFIL FARR 855080139 855080139 Durafil® 2V High efficiency, V-style air filter in all plastic enclosing frame EA 70 $ - $ - 21 CAMFIL FARR 405619A22 405619A22 Multi-pocket high efficiency filters with tapered pleats and pockets, 24"x24"x22" EA 96 $ - $ - 22 CAMFIL FARR 405619A12 405619A12 Multi-pocket high efficiency filters with tapered pleats and pockets, 24"x24"x12" EA 140 $ - $ - 23 CAMFIL FARR 404340004 404340004 High efficiency supported media box filter with low initial pressure drop, 24"x24"x12" EA 240 $ - $ - 24 CAMFIL FARR 049880005 049880005 30/30® High-Capacity Pleated Panel Filters EA 578 $ - $ - 25 CONSOLIDATED BEARING NNF-5026A-DA2RSV NNF-5026A-DA2RSV Full Compliment Cylindrical Roller Single Row Radial EA 14 $ - $ - 26 CONTINENTAL 2100 14M55HAWK 2100 14M55HAWK Hawk Pd™ Belt, 55 mm width, 100mm Pitch Length, single Sided EA 40 $ - $ - 27 CONTINENTAL 5VX1900 5VX1900 Hy-T® Wedge Cogged Belt, 190" Outside Length EA 83 $ - $ - 28 CONTINENTAL 5V1800 5V1800 Hy-T® Wedge (Envelope) Belt, 180" Outside Length EA 115 $ - $ - 29 CONTINENTAL 5VX1800 5VX1800 Hy-T® Wedge Cogged Belt, 180" Outside Length EA 163 $ - $ - 30 CONTINENTAL 5VX1600 5VX1600 Hy-T® Wedge Cogged Belt, 160" Outside Length EA 163 $ - $ - 31 CONTINENTAL 5VX1120 5VX1120 Hy-T® Wedge Cogged Belt, 112" Outside Length EA 165 $ - $ - 32 CONTINENTAL 5VX1250 5VX1250 Hy-T® Wedge Cogged Belt, 125" Outside Length EA 171 $ - $ - 33 CONTINENTAL 5VX1000 5VX1000 Hy-T® Wedge Cogged Belt, 100" Outside Length EA 173 $ - $ - 34 CONTINENTAL 5VX1060 5VX1060 Hy-T® Wedge Cogged Belt, 106" Outside Length EA 189 $ - $ - 35 CONTINENTAL SPC4750 SPC4750 Metric V-Belt, 4780mm outside length EA 202 $ - $ - 36 CONTINENTAL 5VX1320 5VX1320 Hy-T® Wedge Cogged Belt, 132" Outside Length EA 206 $ - $ - 37 CONTINENTAL 5VX1700 5VX1700 Hy-T® Wedge Cogged Belt, 170" Outside Length EA 210 $ - $ - 38 CONTINENTAL 5VX1180 5VX1180 Hy-T® Wedge Cogged Belt, 118" Outside Length EA 306 $ - $ - 39 CONTINENTAL 5VX800 5VX800 ContiTech HY-T Wedge Torque Team V-Belt, Banded & Cogged, 4 Rib, 2.5" Width, 0.53" Height, 80" EA 152 $ - $ - 40 COOPER SPLIT 01BCP600GRAT 01BCP600GRAT 01 Series Cast Iron Split Cylindrical Pillow Block, Non-Expansion Type EA 16 $ - $ - 41 COOPER SPLIT 01BCP600EXAT 01BCP600EXAT 01 Series Cast Iron Split Cylindrical Pillow Block, Expansion Type EA 16 $ - $ - 42 CROSS 210DB 210DB DB Series Tie Rod Cylinder, Hydraulic Cylinder EA 94 $ - $ - 43 DODGE 5 7/16SLVOL132424 5 7/16SLVOL132424 Sleevoil® RTL Pillow Block Liner Assembly; Shaft Size 5 7/16" EA 12 $ - $ - 44 DODGE TA5215H25TPR TA5215H25TPR Torque Arm II Taper Bushed Shaft Mount Reducer EA 22 $ - $ - 45 DODGE TA5215MTR MOUNT TA5215MTR MOUNT Motor Mount for Torque Arm II Unit 5215 EA 22 $ - $ - 46 DODGE P2BE307R P2BE307R Type E-XTRA™ Pillow Block; Springlok™ Collar; Heavy-Duty; Contact Seals; 2-Bolt Non-Expansion Pillow Block EA 42 $ - $ - 47 DODGE P4BE315R IRON P4BE315R IRON Type E-XTRA™ Pillow Block; 4-Bolt Cast Iron Pillow Block; Contact Seals; Springlok Collar; Tapered Roller Type EA 74 $ - $ - 48 DODGE P2BSC103 P2BSC103 SC Series Normal-Duty Pillow Block EA 113 $ - $ - 49 DODGE F2BDL107 F2BDL107 D-Lok™ DL Series Normal-Duty Cast Iron 2-Bolt Flange Unit EA 252 $ - $ - 50 DODGE 10H FLX FLG 10H FLX FLG D-FLEX ELASTOMERIC SLEEVE COUPLINGS EA 28 $ - $ - 51 DODGE 077587 077587 OLF-2 SYSTEM 1PH EA 12 $ - $ -
52 DONALDSON P167185 P167185 High Pressure Hydraulic Cartridge for Series HPK03 & HPK04, 8" long EA 72 $ - $ - 53 FLUKE CORP. FLUKE-754 FLUKE-754 754 Documenting Process Calibrator-HART EA 13 $ - $ - 54 FLUKE CORP. FLUKE-87-5 FLUKE-87-5 80 Series V Industrial Multimeter, Analog/Digital EA 33 $ - $ - 55 GARLOCK 21852-4156 21852-4156 Model 64 Single Lip Seal w/Dual Springs; Internal Single Lip w/ Dual Springs; Mill-Right® V EA 60 $ - $ - 56 GRACO 243601 243601 Other Lubrication Device EA 24 $ - $ - Maricopa County
Bid Serial 16154-RFP: Maintenance, Repair, Operating Supplies, Industrial Supplies, and Related Products and Services Attachment A-1
Pricing Analysis
Industrial
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Number Manuacturer Name Manufacturer Product Number Product Number Product Description Unit of Measure Quantity List Price Discount
Percent
(%)
Unit Net
Price
Extended
Total Price
Maricopa County
Bid Serial 16154-RFP: Maintenance, Repair, Operating Supplies, Industrial Supplies, and Related Products and Services Attachment A-1
Pricing Analysis
Industrial
57 JET TOOLS 354035 354035 1-1/2 -2HP 3PH 440/460V 26" Gear Head Drill Press EA 10 $ - $ - 58 LINK-BELT PLB6855D5 PLB6855D5 P-LB6800 Series Spherical Roller Bearing Cast Iron Pillow Block, 2-Bolt Pillow Block EA 18 $ - $ - 59 LINK-BELT PLB6863FR PLB6863FR P-LB6800 Series Spherical Roller Bearing Cast Iron Pillow Block, 4-Bolt Pillow Block EA 20 $ - $ - 60 LINK-BELT PB22440H PB22440H Spherical Roller Bearing Pillow Block, 2 Bolt Holes, Relubricatable, Non-Expansion, Cast Iron, Setscrew Locking Collar EA 26 $ - $ - 61 LOCTITE 1323940 1323940 PC 72189™ Nordbak® Wearing Compound, 25 lb Kit, Abrasive-Resistant Apoxy EA 40 $ - $ - 62 LOCTITE 59231 59231 592™ Thread Sealant, 50mL Tube EA 435 $ - $ - 63 LPS LABORATORIES 00116 00116 LPS 1® Greaseless Lubricant, 16 oz aerosol EA 1,453 $ - $ - 64 LPS LABORATORIES 00316 00316 LPS 3 Premier Rust Inhibitor, 11 oz Aerosol EA 453 $ - $ - 65 LUBRIPLATE L0975-062 L0975-062 Machine Tool Lubricant, 55 gal Drum; Multi-Purpose; Synthetic EA 12 $ - $ - 66 McGILL CF3 1/2SB CF3 1/2SB CF-B & CF-SB Series CAMROL® Cam Follower Bearing, 3 1/2" Roller Diameter EA 106 $ - $ - 67 McGILL CF2SB CF2SB CAMROL® Standard Stud Cam Follower, 2" Roller Diameter EA 162 $ - $ - 68 MRC 7228PDU-BRZ 7228PDU-BRZ 7200-PD Light Series Duplex Ball Bearing, Single Row Angular Contact Bearing EA 19 $ - $ - 69 REXNORD E30 ELEMENT E30 ELEMENT Omega Coupling Element for Size 30 Coupling EA 40 $ - $ - 70 SEALMASTER MST-63 MST-63 MST Series Medium-Duty Take-Up Unit EA 14 $ - $ - 71 SEALMASTER SFT-24 SFT-24 SFT Series Standard-Duty Setscrew Locking 2-Bolt Flange Unit EA 66 $ - $ - 72 SKF TKSA 41 TKSA 41 Advanced Laser Shaft Alignment Tool With Enhanced Measuring And Reporting EA 12 $ - $ - 73 SKF TKBA 40 TKBA 40 Laser Belt Alignment Tool, 20 ft (6 m) Max Operating Distance EA 14 $ - $ - 74 SKF GE120TXA-2LS GE120TXA-2LS Unmounted Plane Bearing; Spherical Plain & Rod End EA 20 $ - $ - 75 SKF 7228BCBM 7228BCBM Light 7200 Series Angular Contact Ball Bearing, 140 mm ID EA 21 $ - $ - 76 SKF 7320BECBM 7320BECBM Medium 7300 Series Angular Contact Ball Bearing, 100mm ID EA 28 $ - $ - 77 SKF 7222BECBM 7222BECBM Light 7200 Series Angular Contact Ball Bearing, 110 mm ID EA 28 $ - $ - 78 SKF 7315BECBM 7315BECBM Medium 7300 Series Angular Contact Ball Bearing, 75mm ID EA 32 $ - $ - 79 SKF 7317BECBY 7317BECBY Medium 7300 Series Angular Contact Ball Bearing, 85mm ID EA 37 $ - $ - 80 SKF SYE1.15/16NH SYE1.15/16NH SYE-N Series Roller Bearing Unit EA 53 $ - $ - 81 SKF 7311BECBY 7311BECBY Medium 7300 Series Angular Contact Ball Bearing, 55mm ID EA 71 $ - $ - 82 SKF LAGD125/WA2 LAGD125/WA2 SYSTEM 24 Automatic Grease Lubricator - Single Use EA 159 $ - $ - 83 SKF 7322BECBM 7322BECBM Angular contact ball bearings, single row EA 17 $ - $ - 84 T.B.WOODS MCS13Y218 MCS13Y218 MCS 13-Y 2-1/8, Variable Pitch Pulley, For Belt: (4836V), Grooves: 1, Bore: 2-1/8" Finished with No Keyway EA 12 $ - $ - 85 TIMKEN HH926749 HH926749 Tapered Roller Bearing Single Cone, 4 3/4" Straight Bore; Standard Tolerance EA 17 $ - $ - 86 TIMKEN HM127446 90362 HM127446 90362 Bearing, Tapered; Standard Precision EA 18 $ - $ - 87 TIMKEN HM120848 HM120848 Tapered Roller Bearing Single Cone, 4" Straight Bore; Standard Tolerance EA 50 $ - $ - 88 TIMKEN HM129848 90294 HM129848 90294 Standard Precision, Assembled Bearing EA 75 $ - $ - 89 TORRINGTON 23260YMBW525C08 23260YMBW525C08 Spherical Roller Bearing, Radial Bearing; Straight Bore; Brass / Bronze Cage EA 22 $ - $ - 90 TORRINGTON 300RU92AD1112R3 300RU92AD1112R3 Cylindrical Bearing, Straight Bore; Brass / Bronze Cage; Removable Inner Ring - Straight EA 22 $ - $ - 91 U.S. ELETRIC MOTORS D125P1FS D125P1FS 125 HP US Motor 3600 RPM 404TS Frame ODP EA 10 $ - $ - 92 U.S. ELETRIC MOTORS U25P2D U25P2D General Purpose Motor - 3 ph, 25 hp, 1800 rpm, 208-230/460 V, 50/60 Hz, 284T Frame, TEFC EA 15 $ - $ - 93 WARNER ELECTRIC 320-22-020A 320-22-020A Electrical Clutch & Brakes EA 14 $ - $ - 94 WARNER ELECTRIC 320-12-018A 320-12-018A Electrical Clutch & Brakes EA 14 $ - $ - 95 WARNER ELECTRIC 5371-4 5371-4 Electrical Clutch & Brakes EA 23 $ - $ - 96 WARNER ELECTRIC 5370-111-013 5370-111-013 Electrical Clutch & Brakes EA 65 $ - $ - 97 WARNER ELECTRIC 540-1642 540-1642 Electrical Clutch & Brakes EA 76 $ - $ - 98 WARNER ELECTRIC 5370-273-232 5370-273-232 Actuators & Wg Jacks Accessory EA 91 $ - $ - 99 WARREN RUPP SNDPIPER W15-4,DB1II. W15-4,DB1II. Cast-Iron Buna Single Double Diaphragm Pump, 260 gpm, 125 psi EA 10 $ - $ - 100 WEG ELECTRIC CORP 15036ET3G445TS-W22 15036ET3G445TS-W22 Premium Efficiency Electrical Motor EA 10 $ - $ - TOTAL $ 8,000.00
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SERIAL 16154-RFP
EXHIBIT 3
(DRAFT CONTRACT)
CONTRACT PURSUANT TO RFP
SERIAL 16154-RFP
This Contract is entered into this _____ day of ____________, 20__ by and between Maricopa County (“County”), a political subdivision of the State of Arizona, and _______________________________, an Arizona corporation (“Contractor”) for the purchase of Maintenance Repair and Operating Supplies and Services.
1.0 CONTRACT TERM:
1.1 This Contract is for a term of Five (5) years, beginning on the ____ day of _______, 2016 and ending the ___ day of _________, 20___.
1.2 The County may, at its option and with the agreement of the Contractor, renew the term of this Contract for additional terms up to a maximum of five (5) additional years, (or at the County’s sole discretion, extend the contract on a month-to-month bases for a maximum of six (6) months after expiration). The County shall notify the Contractor in writing of its intent to extend the Contract term at least sixty (60) calendar days prior to the expiration of the original contract term, or any additional term thereafter.
2.0 FEE ADJUSTMENTS:
2.1 Any request for a fee adjustment must be submitted sixty (60) days prior to the current Contract expiration. Requests for adjustment in cost of labor and/or materials must be supported by appropriate documentation. If County agrees to the adjusted fee, County shall issue written approval of the change. The reasonableness of the request will be determined by comparing the request with the (Consumer Price Index) or by performing a market survey.
3.0 PAYMENTS:
3.1 As consideration for performance of the duties described herein, County shall pay Contractor the prices based on the discounts stated in Exhibit “A.” or Task Order.
3.2 Payment shall be made upon the County’s receipt of a properly completed invoice.
3.3 INVOICES:
3.3.1 The Contractor shall submit one (1) legible copy of their detailed invoice before payment(s) can be made. Incomplete invoices will not be processed. At a minimum, the invoice must provide the following information:
• Company name, address and contact
• County bill-to name and contact information
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SERIAL 16154-RFP
• Contract Serial Number or
• County purchase order number
• Invoice number and date
• Payment terms
• Date of service or delivery
• Quantity (number of days or weeks)
• Contract Item number(s)
• Description of Purchase (product or services)
• Pricing per unit of purchase
• Freight (if applicable)
• Extended price
• Mileage w/rate (if applicable)
• Arrival and completion time (if applicable)
• Total Amount Due
3.3.2 Problems regarding billing or invoicing shall be directed to the using agency as listed on the Purchase Order.
3.3.3 Payment shall be made to the Contractor by Accounts Payable through the Maricopa County Vendor Express Payment Program. This is an Electronic Funds Transfer (EFT) process. After Contract Award the Contractor shall complete the Vendor Registration Form located on the County Department of Finance Vendor Registration Web Site (http://www.maricopa.gov/Finance/Vendors.aspx).
3.3.4 Discounts offered in the contract shall be calculated based on the date a properly completed invoice is received by the County (ROI).
3.3.5 EFT payments to the routing and account numbers designated by the Contractor will include the details on the specific invoices that the payment covers. The Contractor is required to discuss remittance delivery capabilities with their designated financial institution for access to those details.
3.3.6 Invoices are required to contain the following information: (Maricopa County Facilities Management)
Company name, address and contact
County bill-to name and contact information
Building Name and Building Number
Contract Serial Number or
County purchase order number
Maximo (FMD) service call number
Invoice number and date
Date of service or delivery
Description of Purchase (services performed)
Pricing per unit of purchase
Extended price
Arrival and completion time
Total Amount Due
3.3.7 Discounts offered in the contract shall be calculated based on the date a properly completed invoice is received by the County (ROI).
3.3.8 Problems regarding billing or invoicing shall be directed to the using agency as listed on the Purchase Order.
3.3.9 Payment shall be made to the Contractor by Accounts Payable through the Maricopa County Vendor Express Payment Program. This is an Electronic Funds Transfer (EFT) process. After Contract Award the Contractor shall complete the Vendor Registration Maricopa County Bid 16154-RFP
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Form located on the County Department of Finance Vendor Registration Web Site (http://www.maricopa.gov/Finance/Vendors.aspx).
3.3.10 EFT payments to the routing and account numbers designated by the Contractor will include the details on the specific invoices that the payment covers. The Contractor is required to discuss remittance delivery capabilities with their designated financial institution for access to those details.
3.4 PAYMENT RETENTION: (By Task Order/Project if required)
3.4.1 Ten percent (10%) of monies paid for Project Management and Project Labor earned by CONTRACTOR related to work under this agreement shall be retained by COUNTY until Final Completion of the services. COUNTY may elect to release specific retention payments based on mutually agreed milestones, but in no case shall retention be released prior to Final Completion. All other payment terms and conditions shall not be affected by the retention. In the event of termination or cancellation of this contract by County through no fault of CONTRACTOR, CONTRACTOR shall be entitled to the refund of any funds in the retention account.
3.4.2 The CONTRACTOR shall have the right, pursuant to Arizona Revised Statues, to submit securities in lieu of retention for all work completed. The CONTRACTOR is required to request this option at least ten (10) business days prior to submission of first Application for Payment to allow time for preparation of forms. The CONTRACTOR shall request and obtain securities forms through COUNTY. The COUNTY must identify either securities option or retention option prior to first Application for Payment.
3.5 APPLICABLE TAXES:
3.5.1 Payment of Taxes: The Contractor shall pay all applicable taxes. With respect to any installation labor on items that are not attached to real property performed by Contractor under the terms of this Contract, the installation labor cost and the gross receipts for materials provided shall be listed separately on the Contractor’s invoices.
3.5.2 State and Local Transaction Privilege Taxes: Maricopa County is subject to all applicable state and local transaction privilege taxes. To the extent any state and local transaction privilege taxes apply to sales made under the terms of this contract it is the responsibility of the seller to collect and remit all applicable taxes to the proper taxing jurisdiction of authority.
3.5.3 Tax Indemnification: Contractor and all subcontractors shall pay all Federal, state, and local taxes applicable to its operation and any persons employed by the Contractor.
Contractor shall, and require all subcontractors to hold Maricopa County harmless from any responsibility for taxes, damages and interest, if applicable, contributions required under Federal, and/or state and local laws and regulations and any other costs including transaction privilege taxes, unemployment compensation insurance, Social Security and Worker’s Compensation.
3.6 TAX: (SERVICES)
No tax shall be levied against labor. It is the responsibility of the Contractor to determine any and all taxes and include the same in proposal price.
3.7 TAX (COMMODITIES):
Tax shall not be levied against labor. Sales/use tax will be determined by County. Tax will not be used in determining low price.
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3.8 STRATEGIC ALLIANCE for VOLUME EXPENDITURES ($AVE):
3.8.1 The County is a member of the $AVE cooperative purchasing group. $AVE includes the State of Arizona, many Phoenix metropolitan area municipalities, and many K-12 unified school districts. Under the $AVE Cooperative Purchasing Agreement, and with the concurrence of the successful Respondent under this solicitation, a member of $AVE may access a contract resulting from a solicitation issued by the County. If you do not want to grant such access to a member of $AVE, please so state in your proposal. In the absence of a statement to the contrary, the County will assume that you do wish to grant access to any contract that may result from this Request for Proposal.
3.9 INTERGOVERNMENTAL COOPERATIVE PURCHASING AGREEMENTS (ICPA’s)
3.9.1 County currently holds ICPA’s with numerous governmental entities throughout the State of Arizona. These agreements allow those entities, with the approval of the Contractor, to purchase their requirements under the terms and conditions of the County Contract.
Please indicate on Attachment A, your acceptance or rejection regarding such participation of other governmental entities. Your response will not be considered as an evaluation factor in awarding a contract
3.10 VOLUNTARY EMPLOYEE DISCOUNTS
3.10.1 Vendors may voluntarily offer discounts to County employees for products or services provided under this contract. Whether a vendor offers or does not offer an employee discount is not a factor in nor considered in the evaluation of responses to this solicitation.
3.10.2 Any discount offered is part of a commercial transaction between the vendor and individual County employees and the County is not a party to the transaction. Any disputes or issues arising from an individual commercial transaction between the vendor and an individual County employee are a matter between the vendor and the employee.
If a discount is offered, the terms will be announced to County employees.
4.0 AVAILABILITY OF FUNDS:
4.1 The provisions of this Contract relating to payment for services shall become effective when funds assigned for the purpose of compensating the Contractor as herein provided are actually available to County for disbursement. The County shall be the sole judge and authority in determining the availability of funds under this Contract. County shall keep the Contractor fully informed as to the availability of funds.
4.2 If any action is taken by any state agency, Federal department or any other agency or instrumentality to suspend, decrease, or terminate its fiscal obligations under, or in connection with, this Contract, County may amend, suspend, decrease, or terminate its obligations under, or in connection with, this Contract. In the event of termination, County shall be liable for payment only for services rendered prior to the effective date of the termination, provided that such services are performed in accordance with the provisions of this Contract. County shall give written notice of the effective date of any suspension, amendment, or termination under this Section, at least ten (10) days in advance.
5.0 DUTIES:
5.1 The Contractor shall perform all duties stated in Exhibit “B”, Task Order or as otherwise directed in writing by the Procurement Officer.
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6.0 TERMS and CONDITIONS:
6.1 INDEMNIFICATION:
To the fullest extent permitted by law, and to the extent that claims, damages, losses or expenses are not covered and paid by insurance purchased by the Contractor, the Contractor shall defend indemnify and hold harmless the County (as Owner), its agents, representatives, agents, officers, directors, officials, and employees from and against all claims, damages, losses, and expenses (including, but not limited to attorneys' fees, court costs, expert witness fees, and the costs and attorneys' fees for appellate proceedings) arising out of, or alleged to have resulted from the negligent acts, errors, omissions, or mistakes relating to the performance of this Contract.
Contractor's duty to defend, indemnify, and hold harmless the County, its agents, representatives, agents, officers, directors, officials, and employees shall arise in connection with any claim, damage, loss, or expense that is attributable to bodily injury, sickness, disease, death or injury to, impairment of, or destruction of tangible property, including loss of use resulting there from, caused by negligent acts, errors, omissions, or mistakes in the performance of this Contract, but only to the extent caused by the negligent acts or omissions of the Contractor, a subcontractor, any one directly or indirectly employed by them, or anyone for whose acts they may be liable, regardless of whether or not such claim, damage, loss, or expense is caused in part by a party indemnified hereunder.
The amount and type of insurance coverage requirements set forth herein will in no way be construed as limiting the scope of the indemnity in this paragraph.
The scope of this indemnification does not extend to the sole negligence of County.
6.2 INSURANCE.
6.2.1 Contractor, at Contractor’s own expense, shall purchase and maintain the herein stipulated minimum insurance from a company or companies duly licensed by the State of Arizona and possessing a current A.M. Best, Inc. rating of B++. In lieu of State of Arizona licensing, the stipulated insurance may be purchased from a company or companies, which are authorized to do business in the State of Arizona, provided that said insurance companies meet the approval of County. The form of any insurance policies and forms must be acceptable to County.
6.2.2 All insurance required herein shall be maintained in full force and effect until all work or service required to be performed under the terms of the Contract is satisfactorily completed and formally accepted. Failure to do so may, at the sole discretion of County, constitute a material breach of this Contract.
6.2.3 Contractor’s insurance shall be primary insurance as respects County, and any insurance or self-insurance maintained by County shall not contribute to it.
6.2.4 Any failure to comply with the claim reporting provisions of the insurance policies or any breach of an insurance policy warranty shall not affect the County’s right to coverage afforded under the insurance policies.
6.2.5 The insurance policies may provide coverage that contains deductibles or self-insured retentions. Such deductible and/or self-insured retentions shall not be applicable with respect to the coverage provided to County under such policies. Contractor shall be solely responsible for the deductible and/or self-insured retention and County, at its option, may require Contractor to secure payment of such deductibles or self-insured retentions by a surety bond or an irrevocable and unconditional letter of credit.
6.2.6 The insurance policies required by this Contract, except Workers’ Compensation and Errors and Omissions, shall name County, its agents, representatives, officers, directors, officials and employees as Additional Insureds.
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6.2.7 The policies required hereunder, except Workers’ Compensation and Errors and Omissions, shall contain a waiver of transfer of rights of recovery (subrogation) against County, its agents, representatives, officers, directors, officials and employees for any claims arising out of Contractor’s work or service.
6.2.8 Commercial General Liability.
Commercial General Liability insurance and, if necessary, Commercial Umbrella insurance with a limit of not less than $2,000,000 for each occurrence, $4,000,000 Products/Completed Operations Aggregate, and $4,000,000 General Aggregate Limit.
The policy shall include coverage for premises liability, bodily injury, broad form property damage, personal injury, products and completed operations and blanket contractual coverage, and shall not contain any provisions which would serve to limit third party action over claims. There shall be no endorsement or modifications of the CGL limiting the scope of coverage for liability arising from explosion, collapse, or underground property damage.
6.2.9 Automobile Liability.
Commercial/Business Automobile Liability insurance and, if necessary, Commercial Umbrella insurance with a combined single limit for bodily injury and property damage of not less than $1,000,000 each occurrence with respect to any of the Contractor’s owned, hired, and non-owned vehicles assigned to or used in performance of the Contractor’s work or services or use or maintenance of the Premises under this Contract.
6.2.10 Workers’ Compensation.
Workers’ Compensation insurance to cover obligations imposed by federal and state statutes having jurisdiction of Contractor’s employees engaged in the performance of the work or services under this Contract; and Employer’s Liability insurance of not less than $1,000,000 for each accident, $1,000,000 disease for each employee, and $1,000,000 disease policy limit.
Contractor, its contractors and its subcontractors waive all rights against Contract and its agents, officers, directors and employees for recovery of damages to the extent these damages are covered by the Workers’ Compensation and Employer’s Liability or commercial umbrella liability insurance obtained by Contractor, its contractors and its subcontractors pursuant to this Contract.
6.2.11 Errors and Omissions (Professional Liability) Insurance.
Errors and Omissions (Professional Liability) insurance and, if necessary, Commercial Umbrella insurance, which will insure and provide coverage for errors or omissions or professional liability of the CONTRACTOR, with limits of no less than $2,000,000 for each claim.
6.2.12 Builder’s Risk (Property) Insurance.
CONTRACTOR shall purchase and maintain, on a replacement cost basis, Builders’ Risk insurance and, if necessary, Commercial Umbrella insurance in the amount of the initial Contract amount as well as subsequent modifications thereto for the entire work at the site. Such Builders’ Risk insurance shall be maintained until final payment has been made or until no person or entity other than COUNTY has an insurable interest in the property required to be covered, whichever is earlier. This insurance shall include interests of COUNTY, CONTRACTOR, and all subcontractors and sub‐subcontractors in the work during the life of the Contract and course of construction, and shall continue until the work is completed and accepted by COUNTY. For new construction projects, CONTRACTOR agrees to assume full responsibility for loss or damage to the work being performed and to the structures under construction. For renovation construction Maricopa County Bid 16154-RFP
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projects, CONTRACTOR agrees to assume responsibility for loss or damage to the work being performed at least up to the full Contract amount, unless otherwise required by the Contract documents or amendments thereto. Builders’ Risk insurance shall be on a special form and shall also cover false work and temporary buildings and shall insure against risk of direct physical loss or damage from external causes including debris removal, demolition occasioned by enforcement of any applicable legal requirements, and shall cover reasonable compensation for architect’s service and expenses required as a result of such insured loss and other “soft costs” as required by the Contract. Builders’ Risk insurance must provide coverage from the time any covered property comes under CONTRACTOR’S control and/or responsibility, and continue without interruption during construction, renovation, or installation, including any time during which the covered property is being transported to the construction installation site, and while on the construction or installation site awaiting installation. The policy will provide coverage while the covered premises or any part thereof are occupied. Builders’ Risk insurance shall be primary and any insurance or self‐insurance maintained by the County is not contributory. If the Contract requires testing of equipment or other similar operations, at the option of COUNTY, CONTRACTOR will be responsible for providing property insurance for these exposures under a Boiler Machinery insurance policy or the Builders’ Risk Insurance policy.
6.2.13 Certificates of Insurance.
6.2.13.1 Prior to Contract AWARD, Contractor shall furnish the County with valid and complete certificates of insurance, or formal endorsements as required by the Contract in the form provided by the County, issued by Contractor’s insurer(s), as evidence that policies providing the required coverage, conditions and limits required by this Contract are in full force and effect. Such certificates shall identify this contract number and title.
6.2.13.2 In the event any insurance policy (ies) required by this contract is (are) written on a “claims made” basis, coverage shall extend for two years past completion and acceptance of Contractor’s work or services and as evidenced by annual Certificates of Insurance.
6.2.13.3 If a policy does expire during the life of the Contract, a renewal certificate must be sent to County fifteen (15) days prior to the expiration date.
6.2.14 Cancellation and Expiration Notice.
Applicable to all insurance policies required within the Insurance Requirements of this Contract, Contractor’s insurance shall not be permitted to expire, be suspended, be canceled, or be materially changed for any reason without thirty (30) days prior written notice to Maricopa County. Contractor must provide to Maricopa County, within 2 business days of receipt, if they receive notice of a policy that has been or will be suspended, canceled, materially changed for any reason, has expired, or will be expiring.
Such notice shall be sent directly to Maricopa County Office of Procurement Services and shall be mailed or hand delivered to 320 West Lincoln Street, Phoenix, AZ 85003, or emailed to Procurement Officer noted in solicitation.
6.3 BOND REQUIREMENT: (If required by Project/Task Order)
6.3.1 Concurrently with the submittal of the Contract, the Contractor shall furnish the Contracting Agency the following bonds, which shall become binding upon the award of the contract to the Contractor.
6.3.1.1 A Performance Bond equal to the full Contract amount ($________or as specified) conditioned upon the faithful performance of the Contract in accordance with plans, specifications and conditions thereof. Such bond shall be solely for the protection of the Contracting Agency awarding the Contract.
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6.3.1.2 A Payment Bond equal to the full contract amount ($________or as specified) solely for the protection of claimants supplying labor and materials to the Contractor or his Subcontractors in the prosecution of the work provided for in such Contract.
6.3.2 Each such bond shall include a provision allowing the prevailing party in a suit on such bond to recover as a part of his judgment such reasonable attorney’s fees as may be fixed by a judge of the court.
6.3.3 Each bond shall be executed by a surety company or companies holding a certificate of authority to transact surety business in the State of Arizona issued by the Director of the Department of Insurance. The bonds shall not be executed by an individual surety or sureties. The bonds shall be made payable and acceptable to the Contracting Agency.
The bonds shall be written or countersigned by an authorized representative of the surety who is either a resident of the State of Arizona or whose principal office is maintained in this state, as by law required, and the bonds shall have attached thereto a certified copy of the Power of Attorney of the signing official. In addition, said company or companies shall be rated “Best-A” or better as required by the Contracting Agency, as currently listed in the most recent Best Key Rating Guide, published by the A.M. Best Company.
6.4 FORCE MAJEURE
6.4.1 Neither party shall be liable for failure of performance, nor incur any liability to the other party on account of any loss or damage resulting from any delay or failure to perform all or any part of this Contract if such delay or failure is caused by events, occurrences, or causes beyond the reasonable control and without negligence of the parties. Such events, occurrences, or causes will include Acts of God/Nature (including fire, flood, earthquake, storm, hurricane or other natural disaster), war, invasion, act of foreign enemies, hostilities (whether war is declared or not), civil war, riots, rebellion, revolution, insurrection, military or usurped power or confiscation, terrorist activities, nationalization, government sanction, lockout, blockage, embargo, labor dispute, strike, interruption or failure of electricity or telecommunication service.
6.4.2 Each party, as applicable, shall give the other party notice of its inability to perform and particulars in reasonable detail of the cause of the inability. Each party must use best efforts to remedy the situation and remove, as soon as practicable, the cause of its inability to perform or comply.
6.4.3 The party asserting Force Majeure as a cause for non-performance shall have the burden of proving that reasonable steps were taken to minimize delay or damages caused by foreseeable events, that all non-excused obligations were substantially fulfilled, and that the other party was timely notified of the likelihood or actual occurrence which would justify such an assertion, so that other prudent precautions could be contemplated.
6.4.4 The County shall reserve the right to terminate this Contract and/or any applicable order or contract release purchase order upon non-performance by Contractor. The County shall reserve the right to extend the Contract and time for performance at its discretion.
6.5 WARRANTY OF SERVICES:
6.5.1 The Contractor warrants that all services provided hereunder will conform to the requirements of the Contract, including all descriptions, specifications and attachments made a part of this Contract. County’s acceptance of services or goods provided by the Contractor shall not relieve the Contractor from its obligations under this warranty.
6.5.2 In addition to its other remedies, County may, at the Contractor's expense, require prompt correction of any services failing to meet the Contractor's warranty herein. Services corrected by the Contractor shall be subject to all the provisions of this Contract in the manner and to the same extent as services originally furnished hereunder.
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6.6 INSPECTION OF SERVICES:
6.6.1 The Contractor shall provide and maintain an inspection system acceptable to County covering the services under this Contract. Complete records of all inspection work performed by the Contractor shall be maintained and made available to County during contract performance and for as long afterwards as the Contract requires.
6.6.2 County has the right to inspect and test all services called for by the Contract, to the extent practicable at all times and places during the term of the Contract. County shall perform inspections and tests in a manner that will not unduly delay the work.
6.6.3 If any of the services do not conform to Contract requirements, County may require the Contractor to perform the services again in conformity with Contract requirements, at no cost to the County. When the defects in services cannot be corrected by re-performance, County may:
6.6.3.1 Require the Contractor to take necessary action to ensure that future performance conforms to Contract requirements; and
6.6.3.2 Reduce the Contract price to reflect the reduced value of the services performed.
6.6.4 If the Contractor fails to promptly perform the services again or to take the necessary action to ensure future performance in conformity with Contract requirements, County may:
6.6.4.1 By Contract or otherwise, perform the services and charge to the Contractor, through direct billing or through payment reduction, any cost incurred by County that is directly related to the performance of such service; or
6.6.4.2 Terminate the Contract for default.
6.7 REQUIREMENTS CONTRACT:
6.7.1 Contractors signify their understanding and agreement by signing a bid submittal, that the Contract resulting from the bid is a requirements contract. However, the Contract does not guarantee any minimum or maximum number of purchases will be made. It only indicates that if purchases are made for the materials or services contained in the Contract, they will be purchased from the Contractor awarded that item if the Contractor can meet all the delivery requirements of the County. Orders will only be placed when the County identifies a need and proper authorization and documentation have been approved.
6.7.2 County reserves the right to cancel Purchase Orders within a reasonable period of time after issuance. Should a Purchase Order be canceled, the County agrees to reimburse the Contractor for actual and documentable costs incurred by the Contractor in response to the Purchase Order. The County will not reimburse the Contractor for any costs incurred after receipt of County notice of cancellation, or for lost profits, shipment of product prior to issuance of Purchase Order, etc.
6.7.3 Contractors agree to accept verbal notification of cancellation of Purchase Orders from the County Procurement Officer with written notification to follow. By submitting a bid in response to this Invitation for Bids, the Contractor specifically acknowledges to be bound by this cancellation policy.
6.8 Background Check:
Contractors need to be aware that there may be multiple background checks (Sheriff’s Office, County Attorney's Office, Courts as well as Maricopa County general government) to determine if the respondents employees are acceptable for the contractor to do business with the County. This applies to (but is not limited to) the company and sub-contractors. Employees or others who fail to Maricopa County Bid 16154-RFP
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pass these checks shall not be allowed to work on County projects. Failure to meet these requirements may lead to termination of the contract.
6.9 Suspension of Work
The Procurement Officer may order the Contractor, in writing, to suspend, delay, or interrupt all or any part of the work of this contract for the period of time that the Procurement Officer determines appropriate for the convenience of the County. No adjustment shall be made under this clause for any suspension, delay, or interruption to the extent that performance would have been so suspended, delayed, or interrupted by any other cause, including the fault or negligence of the Contractor. No request for adjustment under this clause shall be granted unless the claim, in an amount stated, is asserted in writing as soon as practicable after the termination of the suspension, delay, or interruption, but not later than the date of final payment under the contract.
6.10 Stop Work Order
The Procurement Officer may, at any time, by written order to the Contractor, require the Contractor to stop all, or any part, of the work called for by this contract for a period of 90 days after the order is delivered to the Contractor, and for any further period to which the parties may agree. The order shall be specifically identified as a stop work order issued under this clause.
Upon receipt of the order, the Contractor shall immediately comply with its terms and take all reasonable steps to minimize the incurrence of costs allocable to the work covered by the order during the period of work stoppage. Within a period of 90 days after a stop-work is delivered to the Contractor, or within any extension of that period to which the parties shall have agreed, the Procurement Officer shall either—
6.10.1 Cancel the stop-work order; or
6.10.2 Terminate the work covered by the order as provided in the Default, or the Termination for Convenience of the County, clause of this contract.
6.10.3 The Procurement Officer may make an equitable adjustment in the delivery schedule and/or contract price, or otherwise, and the contract shall be modified, in writing, accordingly, if the Contractor demonstrates that the stop work order resulted in an increase in costs to the Contractor.
6.11 UNCONDITIONAL TERMINATION FOR CONVENIENCE:
Maricopa County may terminate the resultant Contract for convenience by providing sixty (60) calendar days advance notice to the Contractor.
6.12 TERMINATION FOR DEFAULT:
The County may, by written notice of default to the Contractor, terminate this contract in whole or in part if the Contractor fails to:
6.12.1 Deliver the supplies or to perform the services within the time specified in this contract or any extension;
6.12.2 Make progress, so as to endanger performance of this contract; or
6.12.3 Perform any of the other provisions of this contract.
6.12.4 The County’s right to terminate this contract under these subparagraph may be exercised if the Contractor does not cure such failure within 10 days (or more if authorized in writing by the County) after receipt of the notice from the Procurement Officer specifying the failure.
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6.13 STATUTORY RIGHT OF CANCELLATION FOR CONFLICT OF INTEREST:
Notice is given that pursuant to A.R.S. § 38-511 the County may cancel any Contract without penalty or further obligation within three years after execution of the contract, if any person significantly involved in initiating, negotiating, securing, drafting or creating the contract on behalf of the County is at any time while the Contract or any extension of the Contract is in effect, an employee or agent of any other party to the Contract in any capacity or consultant to any other party of the Contract with respect to the subject matter of the Contract. Additionally, pursuant to A.R.S § 38-511 the County may recoup any fee or commission paid or due to any person significantly involved in initiating, negotiating, securing, drafting or creating the contract on behalf of the County from any other party to the contract arising as the result of the Contract.
6.14 CONTRACTOR LICENSE REQUIREMENT:
6.14.1 The Respondent shall procure all permits, insurance, licenses and pay the charges and fees necessary and incidental to the lawful conduct of his/her business, and as necessary complete any required certification requirements, required by any and all governmental or non-governmental entities as mandated to maintain compliance with and in good standing for all permits and/or licenses. The Respondent shall keep fully informed of existing and future trade or industry requirements, Federal, State and Local laws, ordinances, and regulations which in any manner affect the fulfillment of a Contract and shall comply with the same. Contractor shall immediately notify both Office of Procurement Services and the using agency of any and all changes concerning permits, insurance or licenses.
6.14.2 Respondents furnishing finished products, materials or articles of merchandise that will require installation or attachment as part of the Contract, shall possess any licenses required. A Respondent is not relieved of its obligation to posses the required licenses by subcontracting of the labor portion of the Contract. Respondents are advised to contact the Arizona Registrar of Contractors, Chief of Licensing, at (602) 542-1525 to ascertain licensing requirements for a particular contract. Respondents shall identify which license(s), if any, the Registrar of Contractors requires for performance of the Contract.
6.15 SUBCONTRACTING:
6.15.1 The Contractor may not assign to another Contractor or Subcontract to another party for performance of the terms and conditions hereof without the written consent of the County. All correspondence authorizing subcontracting must reference the Bid Serial Number and identify the job project.
6.15.2 The Subcontractor’s rate for the job shall not exceed that of the Prime Contractor’s rate, as bid in the pricing section, unless the Prime Contractor is willing to absorb any higher rates or the County has approved the increase. The Subcontractor’s invoice shall be invoiced directly to the Prime Contractor, who in turn shall pass-through the costs to the County, without mark-up. A copy of the Subcontractor’s invoice must accompany the Prime Contractor’s invoice.
6.16 AMENDMENTS:
All amendments to this Contract shall be in writing and approved/signed by both parties. Maricopa County Office of Procurement Services shall be responsible for approving all amendments for Maricopa County.
6.17 ADDITIONS/DELETIONS OF SERVICE:
6.17.1 The County reserves the right to add and/or delete materials and services to a Contract. If a service requirement is deleted, payment to the Contractor will be reduced proportionately, to the amount of service reduced in accordance with the bid price. If Maricopa County Bid 16154-RFP
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additional materials or services are required from a Contract, prices for such additions will be negotiated between the Contractor and the County.
6.17.2 The County reserves the right of final approval on proposed staff for all Task Orders.
Also, upon request by the County, the Contractor will be required to remove any employees working on County projects and substitute personnel based on the discretion of the County within two business days, unless previously approved by the County.
6.18 VALIDITY:
The invalidity, in whole or in part, of any provision of this Contract shall not void or affect the validity of any other provision of the Contract.
6.19 SEVERABILITY:
The invalidity, in whole or in part, of any provision of this Contract shall not void or affect the validity of any other provision of this Contract.
6.20 RIGHTS IN DATA:
The County shall have the use of data and reports resulting from a Contract without additional cost or other restriction except as may be established by law or applicable regulation. Each party shall supply to the other party, upon request, any available information that is relevant to a Contract and to the performance thereunder.
6.21 NON-DISCRIMINATION:
CONTRACTOR agrees to comply with all provisions and requirements of Arizona Executive Order 2009-09 including flow down of all provisions and requirements to any subcontractors.
Executive Order 2009-09 supersedes Executive order 99-4 and amends Executive order 75-5 and may be viewed and downloaded at the Governor of the State of Arizona’s website http://azmemory.azlibrary.gov/cdm/singleitem/collection/execorders/id/680/rec/1 which is hereby incorporated into this contract as if set forth in full herein. During the performance of this contract, CONTRACTOR shall not discriminate against any employee, client or any other individual in any way because of that person’s age, race, creed, color, religion, sex, disability or national origin.
6.22 ISRAEL BOYCOTT:
Per House Bill 2617 Contractor certifies that they are not currently engaged in, and agrees for the duration of the Contract to not engage in, a boycott of Israel.
6.23 CERTIFICATION REGARDING DEBARMENT AND SUSPENSION
6.23.1 The undersigned (authorized official signing for the Contractor) certifies to the best of his or her knowledge and belief, that the Contractor
6.23.1.1 is not presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from covered transactions by any Federal Department or agency;
6.23.1.2 have not within 3-year period preceding this Contract been convicted of or had a civil judgment rendered against them for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public (Federal, State or local) transaction or contract under a public transaction; violation of Federal or State antitrust statues or commission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, or receiving stolen property;
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6.23.1.3 are not presently indicted or otherwise criminally or civilly charged by a government entity (Federal, State or local) with commission of any of the offenses enumerated in paragraph (2) of this certification; and
6.23.1.4 have not within a 3-year period preceding this Contract had one or more public transaction (Federal, State or local) terminated for cause of default.
6.23.2 The Contractor agrees to include, without modification, this clause in all lower tier covered transactions (i.e. transactions with subcontractors) and in all solicitations for lower tier covered transactions related to this Contract.
6.24 VERIFICATION REGARDING COMPLIANCE WITH ARIZONA REVISED STATUTES §41- 4401 AND FEDERAL IMMIGRATION LAWS AND REGULATIONS:
6.24.1 By entering into the Contract, the Contractor warrants compliance with the Immigration and Nationality Act (INA using e-verify) and all other federal immigration laws and regulations related to the immigration status of its employees and A.R.S. §23-214(A). The contractor shall obtain statements from its subcontractors certifying compliance and shall furnish the statements to the Procurement Officer upon request. These warranties shall remain in effect through the term of the Contract. The Contractor and its subcontractors shall also maintain Employment Eligibility Verification forms (I-9) as required by the Immigration Reform and Control Act of 1986, as amended from time to time, for all employees performing work under the Contract and verify employee compliance using the E-verify system and shall keep a record of the verification for the duration of the employee’s employment or at least three years, whichever is longer. I-9 forms are available for download at USCIS.GOV.
6.24.2 The County retains the legal right to inspect contractor and subcontractor employee documents performing work under this Contract to verify compliance with paragraph 6.24.1 of this Section. Contractor and subcontractor shall be given reasonable notice of the County’s intent to inspect and shall make the documents available at the time and date specified. Should the County suspect or find that the Contractor or any of its subcontractors are not in compliance, the County will consider this a material breach of the contract and may pursue any and all remedies allowed by law, including, but not limited to: suspension of work, termination of the Contract for default, and suspension and/or debarment of the Contractor. All costs necessary to verify compliance are the responsibility of the Contractor.
6.25 INFLUENCE
As prescribed in MC1-1202 of the Maricopa County Procurement Code, any effort to influence an employee or agent to breach the Maricopa County Ethical Code of Conduct or any ethical conduct may be grounds for Disbarment or Suspension under MC1-902.
An attempt to influence includes, but is not limited to:
6.25.1 A Person offering or providing a gratuity, gift, tip, present, donation, money, entertainment or educational passes or tickets, or any type valuable contribution or subsidy,
6.25.2 That is offered or given with the intent to influence a decision, obtain a contract, garner favorable treatment, or gain favorable consideration of any kind.
If a Person attempts to influence any employee or agent of Maricopa County, the Chief Procurement Officer, or his designee, reserves the right to seek any remedy provided by the Maricopa County Procurement Code, any remedy in equity or in the law, or any remedy provided by this contract.
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6.26 CONTRACTOR EMPLOYEE WHISTLEBLOWER RIGHTS AND REQUIREMENT TO INFORM EMPLOYEES OF WHISTLEBLOWER RIGHTS.
6.26.1 The Parties agree that this Contract and employees working on this Contract will be subject to the whistleblower rights and remedies in the pilot program on contractor employee whistleblower protections established at 41 U.S.C. § 4712 by section 828 of the National Defense Authorization Act for Fiscal Year 2013 (Pub. L. 112–239) and section
3.908 of the Federal Acquisition Regulation;
6.26.2 Contractor shall inform its employees in writing, in the predominant language of the workforce, of employee whistleblower rights and protections under 41 U.S.C. § 4712, as described in section 3.908 of the Federal Acquisition Regulation. Documentation of such employee notification must be kept on file by Contractor and copies provided to County upon request.
6.26.3 Contractor shall insert the substance of this clause, including this paragraph (c), in all subcontracts over the simplified acquisition threshold ($150,000 as of September 2013).
6.27 ACCESS TO AND RETENTION OF RECORDS FOR THE PURPOSE OF AUDIT AND/OR OTHER REVIEW:
6.27.1 In accordance with section MCI 371 of the Maricopa County Procurement Code the Contractor agrees to retain all books, records, accounts, statements, reports, files, and other records and back-up documentation relevant to this Contract for six (6) years after final payment or until after the resolution of any audit questions which could be more than six (6) years, whichever is latest. The County, Federal or State auditors and any other persons duly authorized by the Department shall have full access to, and the right to examine, copy and make use of, any and all said materials.
6.27.2 If the Contractor’s books, records , accounts, statements, reports, files, and other records and back-up documentation relevant to this Contract are not sufficient to support and document that requested services were provided, the Contractor shall reimburse Maricopa County for the services not so adequately supported and documented.
6.27.3 If at any time it is determined by the County that a cost for which payment has been made is a disallowed cost, the County shall notify the Contractor in writing of the disallowance. The course of action to address the disallowance shall be at sole discretion of the County, and may include either an adjustment to future invoices, request for credit, request for a check or deduction from current billings Submitted by the Contractor by the amount of the disallowance, or to require reimbursement forthwith of the disallowed amount by the Contractor by issuing a check payable to Maricopa County.
6.28 AUDIT DISALLOWANCES:
If at any time, County determines that a cost for which payment has been made is a disallowed cost, such as overpayment, County shall notify the Contractor in writing of the disallowance.
County shall also state the means of correction, which may be but shall not be limited to adjustment of any future claim submitted by the Contractor by the amount of the disallowance, or to require repayment of the disallowed amount by the Contractor.
6.29 OFFSET FOR DAMAGES;
In addition to all other remedies at Law or Equity, the County may offset from any money due to the Contractor any amounts Contractor owes to the County for damages resulting from breach or deficiencies in performance of the contract.
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6.30 PUBLIC RECORDS:
Under Arizona law, all Offers submitted and opened are public records and must be retained by the Records Manager at the Office of Procurement Services. Offers shall be open to public inspection and copying after Contract award and execution, except for such Offers or sections thereof determined to contain proprietary or confidential information. by the Office of Procurement Services. If an Offeror believes that information in its Offer or any resulting Contract should not be released in response to a public record request under Arizona law, the Offeror shall indicate the specific information deemed confidential or proprietary and submit a statement with its offer detailing the reasons that the information should not be disclosed. Such reasons shall include the specific harm or prejudice which may arise from disclosure. The Records Manager of the Office of Procurement Services shall determine whether the identified information is confidential pursuant to the Maricopa County Procurement Code.
6.31 PRICES:
Contractor warrants that prices extended to County under this Contract are no higher than those paid by any other customer for these or similar services.
6.32 INTEGRATION:
This Contract represents the entire and integrated agreement between the parties and supersedes all prior negotiations, proposals, communications, understandings, representations, or agreements, whether oral or written, express or implied.
6.33 RELATIONSHIPS:
In the performance of the services described herein, the Contractor shall act solely as an independent contractor, and nothing herein or implied herein shall at any time be construed as to create the relationship of employer and employee, co-employee, partnership, principal and agent, or joint venture between the County and the Contractor.
6.34 GOVERNING LAW:
This Contract shall be governed by the laws of the state of Arizona. Venue for any actions or lawsuits involving this Contract will be in Maricopa County Superior Court or in the United States District Court for the District of Arizona, sitting in Phoenix, Arizona
6.35 ORDER OF PRECEDENCE:
In the event of a conflict in the provisions of this Contract and Contractor’s license agreement, if applicable, the terms of this Contract shall prevail.
6.36 INCORPORATION OF DOCUMENTS:
The following are to be attached to and made part of this Contract:
6.36.1 Exhibit A, Pricing;
6.36.2 Exhibit B, Scope of Work;
6.36.3 Exhibit C Facilities Management Requirements
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NOTICES:
All notices given pursuant to the terms of this Contract shall be addressed to:
For County:
Maricopa County
Office of Procurement Services
ATTN: Contract Administration
320 West Lincoln Street
Phoenix, Arizona 85003-2494
For Contractor:
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IN WITNESS WHEREOF, this Contract is executed on the date set forth above.
CONTRACTOR
AUTHORIZED SIGNATURE
PRINTED NAME AND TITLE
ADDRESS
DATE
MARICOPA COUNTY
CHAIRMAN, BOARD OF SUPERVISORS DATE
ATTESTED:
CLERK OF THE BOARD DATE
APPROVED AS TO FORM:
DEPUTY COUNTY ATTORNEY DATE
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16154 QUESTIONS AND ANSWERS
1. Will the County consider a proposal that includes the retail and wholesale offering identified by two separate divisions of one company that will address sections 2.6.1 and 2.6.2 regarding pricing separately?
NO WE WOULD REQUIRE A PROPOSAL FOR RETAIL AND ONE FOR WHOLESALE MEETING ALL THE REQUIREMENTS OF THE SOLICITATION.
2. As a result of the above combined offering will the County consider awarding either offering individually in the event one of the offerings is deemed as less preferable then a submittal from a competitor?
THE COUNTY RESERVES THE RIGHT TO AWARD IN TOTAL OR BY CATEGORY OR by LINE ITEM.
3. Through retail most items will be picked up, delivery if requested can be accommodated with potential charges identified prior to the completion of an order – is that acceptable as long as it is explained clearly?
YES, IF THE ORDERING AGENCY APPROVES THE DELIVERY.
4. Regarding 3.7 – installation services normally carry a one year workmanship warranty, but product warranties are normally through the manufacturer. Will that be considered in a submittal as long as it is explained clearly?
YES.
5. On background checks, in some instances would the County consider the detailed background check process utilized by the offerer in lieu of additional background checks?
NO, IF THE PERSONNEL WILL BE ENTERING AND WORKING ON COUNTY FACILITIES.
6. Exhibit 9 and 10 – It is understood the intent of the Exhibits for the FEMA requirements associated with Exhibit 9, and the Exhibit 10 Community Development Block Grant Addendum, will be addressed on an as needed basis directly with FEMA or another federally funded request for an individual order. Inclusion of Exhibit 9 and Exhibit 10 does not mean automatic compliance as a result of the contract award by Maricopa. Please confirm
THE FEMA TERMS AND CONDITIONS ADDENDUM AND COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) ADDENDUM ARE INCLUDED IN EXHIBITS 9 AND 10,
RESPECTIVELY, TO ALLOW PARTICIPATING PUBLIC AGENCIES TO UTILIZE THE
CONTRACT IN THE EVENT OF AN EMERGENCY WHERE FEMA FUNDS ARE USED OR IN THE EVENT THAT CDBG FUNDS ARE USED. THE FEDERAL GOVERNMENT
REQUIRES THESE TERMS AND CONDITIONS WHEN UTILIZING FEMA OR CDBG FUNDS. IT IS UP TO THE SUPPLIER TO ASK THE PARTICIPATING PUBLIC AGENCY IF
IT IS USING FEMA OR CDBG FUNDING TO SEE IF THESE OBLIGATIONS DO IN FACT APPLY.
7. What type of response would the County be considering regarding substitutes on the requested market basket? For example, in particular the Zep and the Home Depot Supply brand liners. We have functional subs but there is no place on the spreadsheet to notate.
RESPOND WITH THE EQUAL QUALITY ITEM YOU CARRY. ADD AN ADDITIONAL ROW
UNDER THE ITEM AND EXPLAIN THE SUBSTITUTION, MAKING SURE TO PROVIDE Maricopa County Bid 16154-RFP
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THE SUBSTITUTE PRODUCT MANUFACTURER NAME, MANUFACTURER PRODUCT NUMBER, AND PRODUCT DESCRIPTION IN THIS EXTRA ROW. THE COUNTY SHALL
BE THE SOLE JUDGE IN DETERMINING THE PRODUCT ACCEPTABILITY OF ALL “SUBSTITUTES”.
8. If we offer two options under the Retail response and the Wholesale response regarding Supplier Managed Inventory – will the County consider those independently in scoring the offer?
THIS REQUIREMENT APPLIES TO WHOLESALE ONLY.
9. There seems to be intent to provide an environmentally preferable products SKU list. Is that the intent or should the Offerers just provide some explanatory detail regarding their preferable products offering? The concern is that providing a SKU list will significantly impact the 200 page maximum submittal
UNDER ATTCHMENT E, SUPPLIER INFORMATION SECTION, ENVIRONMENTAL, QUESTION 3; PLEASE INDICATE IN THE BODY OF YOUR RESPONSE WHETHER
YOUR COMPANY HAS THE ABILITY TO PROVIDE PRODUCTS THAT CARRY ANY OF THE CERTIFICATIONS OUTLINED. IF APPLICABLE, PLEASE LIST THOSE PRODUCTS AND THE CERTIFICATIONS THEY CARRY IN A SEPARATE FILE. INCLUDE THIS FILE ONLY IN THE ELECTRONIC REPONSES (DETAILED IN 5.3.2.1), NOT IN THE HARD COPY.
10. Is it required to provide a list of all locations for the Retail offering or is it acceptable to provide a number of locations by state?
PLEASE PROVIDE BY STATE AS REQUESTED IN ATTACHMENT D.
11. Regarding the wholesale section of the RFP pricing Attachment A, there is a request for 18 individual product category discounts. The wholesale incumbent provides for multiple subcategory discounts under a range identified at the individual Category level. Will that type of wholesale discount pricing continued to be considered in response to this RFP? AS DISCUSSED YOU MAY ADD ADDITIONAL SUB-CATEGORIES.
12. Attachment C - Product References. 1) Can you please confirm the minimum and maximum number of references required for products? 2) Are references required to be public agencies or can Proposers provide commercial, non-public agency references as well? FIVE REFERENCES ARE REQUIRED. REFERENCES SHOULD PREFERABLY BE PUBLIC AGENCIES, BUT PRIVATE REFERENCES ARE ACCEPTABLE.
13. Attachment C -1 - Service References. 1) Can you please confirm the minimum and maximum number of references required for products? 2) Are references required to be public agencies or can Proposers provide commercial, non-public agency references as well? FIVE REFERENCES ARE REQUIRED. REFERENCES SHOULD PREFERABLY BE PUBLIC AGENCIES, BUT PRIVATE REFERENCES ARE ACCEPTABLE.
14. Attachments C and C-1. Can a Proposer provide the same customer as a product and service reference if the Proposer has provided both products and services to the customer in the past? YES.
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15. In the Supplier Information - Administration section, question #4 states "List, by ERP provider, the following information: name of public agency, ERP system used, "go live" date, net sales per calendar year since "go live", and percentage of agency sales being processed through this connection." Some ERP go-lives can date back 10+ years and an exhaustive list of public agencies using an ERP system could be in the hundreds. Knowing the page limit for the proposal, this amount of information can result in many pages of data. 1) Is it acceptable for the Proposer to provide three years of sales history for their current public agency ERP implementations? 2) Is it acceptable for the Proposer to provide just a sampling of their public agencies and ERP systems used that demonstrates the Proposers ability to support ERP integrations for public agency customers? 3) If not, can you establish additional parameters (like dollar threshold or number of public agencies) for what a Proposer should include in a response to this question? 4 Can this be referenced in the proposal but be provided electronically on a separate thumb drive?
PLEASE PROVIDE EXAMPLES THAT ILLUSTRATE YOUR ABILITY TO INTEGRATE WITH A PUBLIC AGENCY’S ERP SYSTEM. PLEASE PROVIDE NO MORE THAN THREE EXAMPLES TO SHOW YOUR ABILITIES IN THIS AREA. SALES PER CALENDAR YEAR CAN BE APPROXIMATE.
16. In Section 2.5.2 - Product Ordering, the requirement states, "Products may be ordered by any of the following methods: Internet, Will Call, POS (point-of-sale)". 1) Can you please further define POS (point-of-sale)? 2) Will Call and POS methods may not apply based on whether the Proposer is a wholesale distributor or retailer. Does this requirement apply to retail, wholesale and industrial Proposers? Or just those with storefronts?
THIS REQUIREMENT COULD APPLY TO ALL TYPES OF OFFERINGS AND WILL BE DETAILED DURING THE AWARD PROCESS. IN YOUR PROPOSAL YOU SHOULD MAKE CLEAR WHICH OPTIONS ARE AVAILABLE FOR YOUR OFFERING.
17. Section 2.9.2 states "All quotations shall be for a “not to exceed” amount". What are the requirements of, and the process for defining, not to exceed pricing? THIS APPLIES TO INSTALLATION AND PROJECT WORK. THIS IS NOT BASED ON TIME AND MATERIAL WORK.
18. Section 3.5.1 - Contractor Employee Management. The RFP states, "Contractor shall endeavor to maintain the personnel proposed in their offer throughout the implementation of the Solution. In the event that Contractor personnel’s employment status changes, Contractor shall provide County a list of proposed candidates with equivalent experience with the Solution. County reserves the right to assist in the selection of the replacement candidate. Under no circumstances is it acceptable for the implementation schedule to be impacted by a personnel change on the part of the Contractor." 1) In this requirement, can you please define "Contractor"? 2) Is this the Proposers direct employee's (like field sales representatives, delivery drivers, etc.) and/or subcontractors that the supplier/vendor employs to perform work?
THE ENTITY WHO THIS CONTRACT MAY BE AWARDED TO IS THE CONTRACTOR.
19. Section 3.5.2 - Contractor Employee Management. The RFP states, "Contractor shall not reassign any provided personnel without the express consent of the County." 1) Is this intended to mean the Proposers direct employee's (like field sales representatives, delivery drivers, etc.) and/or subcontractors that the supplier/vendor employs to perform work? 2) What does “reassign” mean in this context?
NO. THIS APPLIES TO KEY PERSONNEL ONLY.
20. Section 6.15.1 – Subcontracting. The RFP states, "The Contractor may not assign to another Contractor or Subcontract to another party for performance of the terms and conditions hereof without Maricopa County Bid 16154-RFP
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the written consent of the County. All correspondence authorizing subcontracting must reference the Bid Serial Number and identify the job project." Some products or services may be subcontracted, which is noted as being permitted in the RFP. If subcontracting of products or services is clearly outlined as the Proposers solution, can the Proposer subcontract products or services without written consent?
YES.
21. 6.15.2 – Subcontracting. The RFP states, "The Subcontractor’s rate for the job shall not exceed that of the Prime Contractor’s rate, as bid in the pricing section, unless the Prime Contractor is willing to absorb any higher rates or the County has approved the increase. The Subcontractor’s invoice shall be invoiced directly to the Prime Contractor, who in turn shall pass-through the costs to the County, without mark-up. A copy of the Subcontractor’s invoice must accompany the Prime Contractor’s invoice." Proposer will use subcontractors for installation services. Does this section mean the proposer must pass through subcontractor’s costs without mark-up and include a copy of the subcontractor’s invoice on every installation job or just jobs where the subcontractor’s rate exceeds the Prime Contractor’s bid rate?
THIS MEANS THAT IF YOU HAVE SOMEONE ELSE PROVIDE PRODUCT IT MUST BE AT YOUR CONTRACTED RATE. INVOICES FROM SUB-CONTACTORS ARE NOT REQUIRED ON PROJECT DRIVEN WORK.
22. In the Supplier Information - Environmental #3, the RFP states, "If applicable, list products in your offering that have any third-party environmental certifications, such as…." Providing an exhaustive list of products in the Proposers offering can result in thousands of items and many pages of information. 1) Do you want a complete list of products that meet these certifications or is it acceptable for the Proposer to provide a brief summary and number of products that have these certifications (e.g. 500 EnergyStar items)? 2) If a complete list is desired, can this be referenced in the proposal but be provided electronically on a separate thumb drive?
SEE QUESTION 9.
23. The term "Contractor" is used in multiple places throughout the RFP. Can you please define "Contractor"?
THE CONTRACTOR MAY BE THE PROPOSER WHO IS AWARDED A CONTRACT AS A
RESULT OF THIS RFP OR A CONTRACTOR THAT MAY BE DOING THE INSTALLATION WORK FOR THE CONTRACT HOLDER. AN EXAMPLE IS SHOWN ABOVE IN QUESTION 18, WHERE IN SECTION 3.5.1 THE TERM REFERS TO THE CONTRACT HOLDER.
24. In Section 3.12.1 - Invoices and Payments. 1) Is the information contained on the invoice open for discussion and modification? 2) If so, what fields are required and which fields are optional? 3) Are these invoice requirements specific to Maricopa County or do they pertain to all Participating Agencies?
THESE REQUIREMENTS PERTAIN TO ALL AGENCIES THAT USE THIS CONTRACT.
WE MAY BE OPEN TO DISCUSSIONS ON THIS REQUIREMENT.
25. In the pre-proposal conference, it was stated that all questions and requirements need to be responded to immediately following that section in Word document format with confirmation we can perform and any additional comments we might have. However, in section 5.6, Format and Content, that doesn't appear to be mentioned. Can you please clarify the format and content desired? PLEASE CONFIRM ALL REQUIREMENTS IN SECTION 2.0 AND 3.0 AS PART OF YOUR RESPONSE TO 5.6, FORMAT AND CONTENT, PARAGRAPH 5.6.4, PROPOSAL.
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26. The RFP is 119 pages long. Are we expected to provide back the entire 119 pages which detail our responses therein and keep it to a minimum of 200 pages? PROPOSERS ONLY NEED TO RESPOND TO SECTIONS 2.0 AND 3.0 (14 PAGES) IN THIS FORMAT.
27. Section 3.0 - Procurement Requirements. Does this entire section apply only to Maricopa County and not apply to other participating agencies?
SECTION 3.0 APPLIES TO MARICOPA COUNTY, BUT OTHER AGENCIES MAY REQUIRE IT ALSO.
28. Throughout the RFP, "Exhibit B" is referenced in the following places: a) Administration Agreement - Section 5.2, b) Exhibit 3 - Section 5.0 – Duties, and c) Maricopa Draft Contract Section 6.3.6 - Incorporation of Documents. It appears there is no Exhibit B in the RFP. Can you provide Exhibit B for review?
THE RFP CONTAINS A MULTITUDE OF DOCUMENTS THAT REFER TO EXHIBITS CONTAINED WITHIN THAT DOCUMENT. FOR EXAMPLE, THE REFERENCE IN THE ADMINISTRATION AGREEMENT, SECTION 5.2 IS REFERRING TO ATTACHMENT B:
SALES REPORT FORMAT ON PAGE 65 OF THE RFP.
29. Section 5.6 - Format and Content. In the RFP, the Proposal and Qualifications are listed as separate sections. In the pre-proposal conference, it was mentioned that Proposers should start with the entire RFP (of 119 pages) and respond immediately following the question or requirement including our capabilities and qualifications. Do we need separate proposal and qualification documents? Or are our responses throughout the RFP sufficient?
PLEASE FOLLOW THE FORMAT AND CONTENT OUTLINED IN SECTION 5.6 OF THE RFP. ADDITIONALLY, SEE THE ANSWER TO QUESTION 25.
30. If a Proposer would like to include additional Financial Statements, these can be many pages long.
Will this be included in the page limitation or can this be referenced in the proposal and provided electronically on a separate thumb drive?
REFERENCE THIS FILE IN YOUR PROPOSAL AND INCLUDE AS A SEPARATE FILE ONLY IN THE ELECTRONIC REPONSES (DETAILED IN 5.3.2.1), NOT IN THE HARD COPY.
31. Section 1.2 - Wholesale Catalog Discount by Category. There are 19 major categories listed with a blank field for "minimum discount % off list". If the Proposer intends to insert sub-categories with a variety of discounts, must we still fill out the minimum discount on the major category line? YES.
32. Section 2.4 - Product Categories. The RFP states, "The intent is for each Proposer to submit their complete product line so that Participating Public Agencies may order a wide array of product as appropriate for their needs. You may subcontract items your firm does not supply." Can you clarify what you mean by "intent is for each Proposer to submit their complete product line"? Does this mean that Proposers should submit a list of all of their products in their response? If this is desired, can this be provided electronically on a separate thumb drive?
YES. REFERENCE THIS FILE IN YOUR PROPOSAL AND INCLUDE AS A SEPARATE FILE ONLY IN THE ELECTRONIC REPONSES (DETAILED IN 5.3.2.1), NOT IN THE HARD COPY.
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33. Throughout the RFP, "Exhibit A" is referenced in the following areas including a) Exhibit 7, b) General Terms and Conditions, c) Section 1.1, and d) in the Maricopa Draft Contract Section 6.3.6, Incorporation of Documents. It appears there is no Exhibit A attached to the RFP. Can you provide Exhibit A for review?
THE REFERENCE IN EXHIBIT 7: ADMINSTRATION AGREEMENT IS REFERRING TO ATTACHMENT A: MASTER AGREEMENT ON PAGE 64. ALL OTHER REFERENCES IN THE RFP ARE REFERRING TO ATTCHEMENT A: PRICING ON PAGE 22 OF THE RFP.
34. In the Maricopa Draft Contract, Section 6.3.6, Incorporation of Documents, there is a reference to Exhibit C Facilities Management Requirements. Can you confirm this is referring to Exhibit 5 and not Exhibit C? If not, can you provide Exhibit C for review? IN THE FINAL CONTRACT EXHIBIT 5 BECOMES EXHIBIT C.
35. Section 3.8 – Maintenance - The RFP states, "The Contractor shall provide for maintenance under this Contract upon acceptance of materials by the Using Agency." In the pre-proposal conference, it was mentioned that some requirements in Section 3 – Procurement Requirements, may not apply to routine services such as appliance replacement and haul away or water heater replacement. This requirement appears to pertain to ongoing building maintenance service work versus task order construction/renovation work. Can we interpret this to mean that the requirement does not apply to Proposers who are not performing ongoing building maintenance services? YES.
36. 3.9 FACTORY AUTHORIZED SERVICE AVAILABILITY (if required) - The RFP states, "The Contractor shall have and maintain a local factory authorized service facility within the Phoenix, Arizona metropolitan area. The facility shall be capable of supplying and installing component parts, troubleshooting, repairing and maintaining the material(s). Minimum service hours shall be from 8:00 A.M. through 5:00 P.M., Arizona Time, Monday through Friday." In the pre-proposal conference, it was mentioned that some requirements in Section 3 – Procurement Requirements, may not apply to routine services such as appliance replacement and haul away or water heater replacement. This requirement appears to pertain to ongoing building maintenance service work versus task order construction/renovation work. Can we interpret this to mean that the requirement does not apply to Proposers who are not performing ongoing building maintenance services? YES.
37. Exhibit 5 - Maricopa County Facilities Management Requirements. In Section 1.6, the RFP states, "Contractor shall provide 24 hours per day, 7 days per week, 365 days per year telephone access, and respond to a call for services within thirty (30) minutes of receipt." In the pre-proposal conference, it was mentioned that some requirements in Exhibit 5 may not apply to routine services such as appliance replacement and haul away or water heater replacement. This requirement appears to pertain to ongoing building maintenance service work versus task order construction/renovation work. Can we interpret this to mean that the requirement does not apply to Proposers who are not performing ongoing building maintenance services?
YES.
38. In Exhibit 5 - Response Times - In Section 2.0, the RFP states, “2.0 RESPONSE TIMES: 2.1 During REGULAR HOURS, AFTER HOURS, WEEKEND or HOLIDAYs, Contractor shall respond on-site within four (4) hours of receipt of a service request. 2.2 If the request is designated by the County as an EMERGENCY, the contractor shall respond onsite within two (2) hours of receipt of a service request regardless of the time of day, WEEKEND or HOLIDAY.” In the pre-proposal conference, it was mentioned that some requirements in Exhibit 5 may not apply to routine services such as appliance replacement and haul away or water heater replacement. 1) This requirement appears to pertain to Maricopa County Bid 16154-RFP
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ongoing building maintenance service work versus task order construction/renovation work. Can we interpret this to mean that the requirement does not apply to Proposers who are not performing ongoing building maintenance services? 2) In this requirement, can you please define "Contractor"? Is this the Proposers direct employee's (like field sales representatives, delivery drivers, etc.) and/or subcontractors that the supplier/vendor employs to perform work?
1. YES.
2. COULD BE EITHER DEPENDING ON THE PROJECT. AS YOU STATED THIS IS NOT FOR DELIVERY OF PRODUCTS/MATERIALS BUT ON-SITE ON GOING WORK.
39. In Supplier Information – Distribution #6B, the RFP states “Provide product/service name, company name and small MWBE designation.” An exhaustive list of manufacturers or service providers could be in the thousands. Is it acceptable to provide a sampling of MWBE manufacturers or service providers that demonstrate the Proposers ability to support this requirement? If a complete list is required, can this be referenced in the proposal but be provided electronically on a separate thumb drive?
YES, PLEASE PROVIDE EXAMPLES IN THIS SECTION THAT WILL HELP THE
EVALUATION TEAM UNDERSTAND THE TYPES OF PRODUCTS OR SERVICES YOU CAN OFFER IN PARTNERSHIP WITH AN MWBE BUSINESS.
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5 6
Question and Answers for Bid #16154-RFP - MAINTENANCE, REPAIR, OPERATING
SUPPLIES, INDUSTRIAL SUPPLIES, AND RELATED PROD
Overall Bid Questions
Question 1
Questions (Submitted: Jul 28, 2016 1:40:20 PM MST)
Answer
- No questions will be accepted through BidSync. All questions are to be submitted after Pre-proposal meeting on September 1, 2016. (Submitted: Jul 28, 2016 1:40:20 PM MST) (Answered: Jul 28, 2016 1:41:24 PM MST) Maricopa County Bid 16154-RFP
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8/5/2016 Bids & Proposals
http://thebuyline.seattle.gov/category/bidsandproposals/ 1/10 Mayor Edward B. Murray
U.S. COMMUNITIES: Maintenance,
Repair, Operating Supplies, Industrial
Supplies and Related Prod 16154-
RFP
August 4, 2016 by purchadmin
Click here to access Request for Proposal
16154-RFP.pdf
Bid Number 16154–RFP
Bid Title MAINTENANCE, REPAIR, OPERATING SUPPLIES, INDUSTRIAL
SUPPLIES, AND RELATED PROD
Bid Start Date Aug 4, 2016 7:27:21 AM MST
Bid End Date Sep 22, 2016 2:00:00 PM MST
Question & Answer End Date Aug 5, 2016 7:00:00 AM MST
Bid Contact Steve Dahle, Strategic Team Manager
6025063450
[email protected]
PreBid Conference Sep 1, 2016 9:00:00 AM MST
Attendance is mandatory
Location: THERE WILL BE A MANDATORY PREPROPOSAL CONFERENCE ON SEPTEMBER 1, 2016 AT 9:00 AM ARIZONA TIME, AT THE MARICOPA COUNTY OFFICE OF PROCUREMENT SERVICES, 320 WEST LINCOLN STREET, PHOENIX, ARIZONA 85003. (DUE TO SPACE LIMITATIONS VENDORS LIMIT ATTENDANCE TO NO MORE THAN TWO (2) PEOPLE).
Description
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8/5/2016 Bids & Proposals
http://thebuyline.seattle.gov/category/bidsandproposals/ 2/10 local governments, school districts, and higher education institutions in the United States of America, and other government agencies and nonprofit organizations (herein “Participating Public Agencies”) is soliciting proposals from qualified suppliers to enter into a Master Agreement for a complete line of Maintenance, Repair and Operating (MRO) Supplies and Industrial Supplies in a Retail and Wholesale environment; and Related Products and Services (herein “Products and Services”). A complete and comprehensive offering of Industrial supplies such as bearings, linear technologies, power transmissions, motors, hydraulics, pneumatics, gearing, material handling, conveyor systems, industrial rubber, general maintenance supplies, fluid power and any additional related products and services. In addition, a complete range of services available through Supplier such as, but not limited to, installation, renovation services, repair services, training services and any other related services such as rubber fabrication, vulcanizing, hose fabrication, hydraulic system (design and build) that may offered by Supplier. Such services may be required for public pools, solid waste transfer sites, water treatment plants, waste water treatment sites, boiler plants, mass transit systems, road maintenance equipment, prisons and hospitals and public agencies..
NOTICE OF SOLICITATION SERIAL 16154-RFP
REQUEST FOR PROPOSAL FOR: MAINTENANCE, REPAIR, OPERATING
SUPPLIES, INDUSTRIAL SUPPLIES, AND RELATED PRODUCTS AND SERVICES (U.S. Communities)
Notice is hereby given sealed proposals will be received by the Office of Procurement Services, 320 West Lincoln Street, Phoenix, Arizona 850032494, until 2:00 P.M. Arizona time on September 22, 2016 for the furnishing of the following goods and services for Maricopa County. Proposals will be opened by the Chief Procurement Officer (or designated representative) at an open, public meeting at the above time and place.
All Proposals must be signed, sealed and addressed to the Office of Procurement Services, 320 West Lincoln Street, Phoenix, Arizona 850032494, and marked “SERIAL 16154 RFP REQUEST FOR PROPOSAL FOR MAINTENANCE,
REPAIR, OPERATING SUPPLIES, INDUSTRIAL SUPPLIES, AND RELATED PRODUCTS AND SERVICES (U.S. Communities)
The Maricopa County Procurement Code (“The Code”) governs this procurement and is incorporated by this reference. Any protest concerning this Request for Proposal must be filed with the Procurement Officer in accordance with Section MC1905 of the Code.
ALL ADMINISTRATIVE INFORMATION CONCERNING THIS REQUEST FOR PROPOSAL CAN BE LOCATED AT http://www.maricopa.gov/procurement/ ANY
ADDENDA TO THIS REQUEST FOR PROPOSAL WILL BE POSTED ON THE
MARICOPA COUNTY OFFICE OF PROCUREMENT SERVICES WEB SITE UNDER THE SOLICITATION SERIAL NUMBER.
PROPOSAL ENVELOPES WITH INSUFFICIENT POSTAGE WILL NOT BE 4394
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ACCEPTED BY THE MARICOPA COUNTY OFFICE OF PROCUREMENT
SERVICES
DIRECT ALL INQUIRIES TO:
STEVE DHLE
PROCUREMENT OFFICER
TELEPHONE: (602) 5063450
EMAIL: [email protected]
Filed Under: 16154RFP, Bids & Proposals
Janitorial Services for Seattle Public
Utilities (SPU) 2700 Airport Way
South Seattle, WA 98134, which
includes Maintenance Building,
Warehouse Purchasing Building and
Meter Building, and three ãeld
restrooms located at Foy Pump
Station; North East 145th Street and
5th Avenue North East, Bitterlake
Pump Station; Linden Avenue North
& North 143rd Street Dravis Street
Pump Station; at West Dravis Street
& 23rd Avenue West – ITB #SPUJanitorial 72016
July 20, 2016 by Julie Salinas
Click here to access Invitation to Bid #SPUJanitorial72016.docx ITB Due Date & Time: 8/19/2016 at 4:00 p.m. PDT
4395
8/5/2016 Bids & Proposals
http://thebuyline.seattle.gov/category/bidsandproposals/ 4/10 Addendum Q&A: 8/1/2016
Mandatory Site Visit: 7/28/2016 at 3:00 p.m. PDT at 2700 Airport Way South, Seattle, WA 98134
Mandatory Site Visit Attendee List: 7/28/2016
City Buyer: Sara Schutt, 2066840456
Evaluation and Award Decisions
Status Update: N/A
Status & Award List: N/A
Executed Contract: N/A
Filed Under: Bids & Proposals, ITB #SPUJanitorial72016 CLOSED-Tactical Electronics for
Seattle Police Department, #ITBPOL743
July 19, 2016 by Julie Salinas
Click here to access Invitation to Bid #POL743.docx
ITB Due Date & Time: 7/26/2016 at 4:00 p.m. PDT
Addendum Q&A: N/A
Optional PreBid Conference/Site Visit: 7/20/2016 at 4:00 p.m. PDT at 700 5th Avenue, Suite 4112 Seattle, WA
City Buyer: Sara Schutt, 2066840456
Evaluation and Award Decisions
Status Update: In Evaluation
Status & Award List: N/A
Executed Contract: N/A
Filed Under: ITB #POL743
4396
8/5/2016 Bids & Proposals
http://thebuyline.seattle.gov/category/bidsandproposals/ 5/10 CLOSED-Individual Patrol Ofãcer Kits
(IPOK) #ITB-POL744
July 19, 2016 by Julie Salinas
Click here to access Invitation to Bid
#POL744.doc
Bid Due Date & Time: 07/26/2016 at 2:00 p.m. PDT
Addendum Q&A: N/A
Optional PreBid Conference: 7/20/2016 at 3:00 p.m. at 700 5th Avenue, Suite 4112 PreBid Conference Attendees List: N/A
City Buyer: Sara Schutt, 2066840456
Evaluation and Award Decisions
Status Update: In Evaluation
Status & Award List: N/A
Executed Contract: N/A
Filed Under: Bids & Proposals, ITB #POL744
Central Library Exterior Window
Cleaning RFP #SPL-2016
July 7, 2016 by purchadmin
Click here to access Request for Proposal #SPL2016.doc RFP Due Date & Time: 08/31/2016 at 3:00PM
Addendum Q &A: N/A
Mandatory PreProposal Conference & Site Visit: 07/27/2016 at 8:30AM at the City of Seattle, Central Library, located at 1000 Fourth Avenue, Seattle, WA 981041109 Mandatory PreProposal Conference Attendees List: N/A
4397
8/5/2016 Bids & Proposals
http://thebuyline.seattle.gov/category/bidsandproposals/ 6/10 City Buyer: David Stubblefield, 2066840452
Evaluation and Award Decisions
Status Update: N/A
Status & Award List: N/A
Executed Contract: N/A
Filed Under: Bids & Proposals, RFP #SPL2016
CLOSED – Phillips Heartstart, FR3,
Automated External Deãbrillator ITB
#POL-742
July 7, 2016 by purchadmin
Click here to access Invitation to Bid #POL742.doc
ITB Due Date & Time: 7/22/2016 at 2:00pm
Addendum Q&A: 7/18/16
Optional PreBid Conference: 7/12/2016 at 3:00pm – 4:00pm at 700 5 Avenue, Suite 4112, Seattle, Room 4110.
PreBid Conference Attendees List: N/A
City Buyer: Sara Schutt, 2066840456
Evaluation and Award Decisions
Status Update: N/A
Status & Award List: N/A
Executed Contract: N/A
Filed Under: Bids & Proposals, ITB #POL742
Fall Protection System Maintenance
& Training Services ITB #SCL-3612
th
4398
8/5/2016 Bids & Proposals
http://thebuyline.seattle.gov/category/bidsandproposals/ 7/10 & Training Services ITB #SCL-3612
July 1, 2016 by PP
Click here to access Invitation to Bid #SCL3612.doc
ITB Due Date & Time: 08/09/2016 at 2:00 PM
Addendum Q &A: 07/13/16
Optional PreBid Conference: 07/12/2016 at 10:00 AM. PreBid conference to be held at the City Purchasing Office, 700 5 Avenue, Suite 4112, Seattle Conference Call Option Available
Join Skype Meeting
This is an online meeting for Skype for Business, the professional meetings and communications app formerly known as Lync.
Join by phone
2063861200 (US) English (United States)
8443861200 (US) English (United States)
Find a local number
Conference ID: 403516
PreBid Conference Attendees List: N/A
City Buyer: Presley Palmer, 2062337158
Evaluation and Award Decisions
Status Update: N/A
Status & Award List: N/A
Executed Contract: N/A
Filed Under: Bids & Proposals, ITB #SCL3612
CLOSED – SCL Connectors, Wedge
Taps, Stirrups, Wedge Slices ITB
#SCL-3575
th
4399
8/5/2016 Bids & Proposals
http://thebuyline.seattle.gov/category/bidsandproposals/ 8/10 June 22, 2016 by purchadmin
Click here to access Invitation to Bid #SCL3575.doc
ITB Due Date & Time: 07/22/16 at 2:00 PM
Addendum Q &A: N/A
Optional PreBid Conference: 06/28/16 at 10:00 AM at 700 5 Avenue, Suite 4112, Seattle.
PreBid Conference Attendees List: N/A
City Buyer: Presley Palmer, 2062337158
Evaluation and Award Decisions
Status Update: Intent to Award
Status & Award List: Bid Tab and Intent to Award Letter Executed Contract: N/A
Filed Under: Bids & Proposals, ITB #SCL3575
CANCELLED-Governance, Risk and
Compliance (GRC) Software and
Implementation Services RFP #DIT3604
May 26, 2016 by purchadmin
Click here to access Request for Proposal #DIT3604.docx RFP CANCELLED RFP Due Date & Time: 6/27/16 at 2:00 PM PST
Addendum Q&A: 06/24/2016 RFP CANCELLED
Optional PreProposal Conference: 6/7/2016 at 10:00 AM at 700 5 Avenue, Suite 4112, Seattle, WA.
Click à Join Skype Meeting from your computer to join using your headset th
th
4400
8/5/2016 Bids & Proposals
http://thebuyline.seattle.gov/category/bidsandproposals/ 9/10 or
Join by phone
2063861200 (US) English (United States)
8443861200 (US) English (United States)
Find a local number
Conference ID: 6336684
Forgot your dialin PIN? |Help
PreProposal Conference Attendees List: N/A
City Buyer: Presley Palmer, 2062337158
Evaluation and Award Decisions
Status Update: N/A
Status & Award List: N/A
Executed Contract: N/A
Filed Under: Bids & Proposals, RFP #DIT3604
CLOSED-Bike Share Equipment and
Operations Program RFP #TRN-3599
May 19, 2016 by purchadmin
Click here to access Request for Proposal #TRN3599.docx RFP Due Date & Time: Friday, July 15, 2016 at 3:00 p.m. PST Addendum Q&A: 07/12/2016
PreProposal Conference Attendance: 06/01/2016
Contact information for individuals interested in participating via Conference Call in the Optional Question and Answer session scheduled for Friday, June 10, 2016 at 10:00AM (Pacific) is as follows:
………………………………………………………………………….
Join Skype Meeting
This is an online meeting for Skype for Business, the professional meetings and communications app formerly known as Lync.
4401
8/5/2016 Bids & Proposals
http://thebuyline.seattle.gov/category/bidsandproposals/ 10/10 Join by phone
2063861200 (US) English (United States)
8443861200 (US) English (United States)
Find a local number
Conference ID: 2091017
Forgot your dialin PIN? |Help
City Buyer: Liz Alzeer, 2066844535
Evaluation and Award Decisions
Bids Received Log: 07/15/2016
Status Update: In Evaluation
Status & Award List: N/A
Executed Contract: N/A
Filed Under: Bids & Proposals, RFP TRN#3599
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8/5/2016 Request for Proposal (RFP) Abstract: Maintenance, Repair, Operating Supplies, Industrial Supplies, and Related Products and Services https://www.merx.com/English/SUPPLIER_Menu.asp?WCE=Show&TAB=1&PORTAL=MERX&State=7&id=377977&src=nc&PrevState=28&CLONE_OPP_N… 1/2 < Back
Maintenance, Repair, Operating Supplies, Industrial Supplies, and Related Products and Services
Disclaimer
Header
Reference Number 377977
Solicitation Number 16154
Organization Name U.S. Communities
Source ID PU.MU.USA.457357.C50448
Associated Components Yes
Dates
Published
Revised
Closing 20160922 02:00 PM Pacific Daylight Saving Time PDT Details
Category Construction Products
GSINS
Region of Delivery Canada
Region of Opportunity Canada
Agreement Type None
Tender Type Request for Proposal (RFP)
Estimated Value $100,000,001 >
Solicitation Method Open
Notice Description
Maintenance, Repair, Operating Supplies, Industrial Supplies, and Related Products and Services Maricopa County, AZ (herein “Lead Public Agency” on behalf of itself and all states, local governments, school districts, and higher education institutions in the United States of America, and other government agencies and nonprofit organizations (herein “Participating Public Agencies”) is soliciting proposals from qualified suppliers to enter 4405
8/5/2016 Request for Proposal (RFP) Abstract: Maintenance, Repair, Operating Supplies, Industrial Supplies, and Related Products and Services https://www.merx.com/English/SUPPLIER_Menu.asp?WCE=Show&TAB=1&PORTAL=MERX&State=7&id=377977&src=nc&PrevState=28&CLONE_OPP_N… 2/2 into a Master Agreement for a complete line of Maintenance, Repair and Operating (MRO) Supplies and Industrial Supplies in a Retail and Wholesale environment; and Related Products and Services.
Contact(s)
Contracting Authority
Name Mary Pelfrey
Address
2999 Oak Road
Suite 710
City Walnut Creek
State / Province CA
Country United States
Postal Code 94597
Phone 7045640320
Fax 8035475361
Email [email protected]
Website URL http://www.uscommunities.org
< Back
Note: Web site links will be displayed when available. If you click a web site link, you will be connected to another web site. Your MERX session will timeout after 20 minutes of inactivity. Should this occur, please return to the MERX home page and log in to MERX again.
© MERX All rights reserved. No part of the information contained in the Public Tenders portion of this Web Site may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording or otherwise without the prior permission of MERX and the Minister of the participating government department. MERX, the Minister nor the Contracting Authority will assume responsibility or liability for the accuracy of the information contained in the publication.
4406
The
New York State
Contract Reporter
This document printed
Thursday, 08/04/2016
NYS' official source of contracting opportunities
Bringing business and government together
Contracting Opportunity
* * * This ad has not been published. It has been reviewed and pending publication. * * * Title: Maintenance, Repair, Operating Supplies, Industrial Supplies, and Related Products and Services
Agency: U.S. Communities
Contract Number: 16154
Contract Term: Five (5) Years with Five one-year Extensions Date of Issue: 08/05/2016
Due Date/Time: 09/22/2016 2:00 PM
Local Time
County(ies): All NYS counties
Classification: Facilities, Maintenance, Repair & Building Operations - Commodities Opportunity Type: General
Entered By: Mary Pelfrey
Description: Maricopa County, AZ (herein “Lead Public Agency” on behalf of itself and all states, local
governments, school districts, and higher education institutions in the United States of America and other government agencies and nonprofit organizations (herein “Participating Public Agencies”) is soliciting proposals from qualified suppliers to enter into a Master Agreement for a complete line of Maintenance, Repair and Operating (MRO) Supplies and Industrial Supplies in a Retail and Wholesale environment; and Related Products and Services.
* These goods or services have been purchased from an out-of-state/foreign vendor within the past three years.
1 of 3 4407
Contact Information
Technical Contact: Maricopa County
Steve Dahle
320 West Lincoln Street
Phoenix, AZ 85003
United States
Ph: 602-506-3450
[email protected]
Primary contact: U.S. Communities
Operations
Alexis Turner
Solicitation Manager
109 CHRISTOPHER COLUMBUS DR, 206
JERSEY CITY, NJ 07302-8546
United States
Ph: 214-629-2056
[email protected]
Submit to contact: U.S. Communities
Operations
Alexiis Turner
Solicitation Manager
109 CHRISTOPHER COLUMBUS DR
APT 206
JERSEY CITY, NJ 07302-8546
United States
Ph: 214-629-2056
[email protected]
2 of 3 4408
Supporting document shown below:
The following supporting documents are available for download:
Document
title Description Type
RFP 16154 RFP Document pdf
To download these documents, please visit the New York State Contract Reporter website: http://www.nyscr.ny.gov
© 2016, Empire State Development http://www.esd.ny.gov/ 3 of 3 4409
View Map
Type: Bid
MAINTENANCE, REPAIR, OPERATING SUPPLIES,
INDUSTRIAL SUPPLIES, AND RELATED PROD
Project Name:
Print This
Agency: Maricopa County
Location: Phoenix, AZ 85003 Send This
Level Of Government: County
Submittal/Due Date: 9/22/2016 3:00 PM Due in 48 days
Pre-Bid Meeting Date: 9/1/2016 9:00 AM
Agency Bid #: 16154-RFP
Publication Date: 8/04/2016
Last Updated Date: 8/04/2016
Onvia Reference #: BID:24043977
Click here to jump to additional information to help you qualify this opportunity Specifications
Bid #16154-RFP - MAINTENANCE, REPAIR, OPERATING SUPPLIES, INDUSTRIAL SUPPLIES, AND RELATED PROD
Description:
Maricopa County, AZ 730 - Office of Procurement Services Time left: 49 days, 2 hrs
Bid started: Aug 04, 2016 7:27:21 AM PDT
Bid ends: Sep 22, 2016 2:00:00 PM PDT
Pre-bid conference: Mandatory
Download Bid PacketAdd to My bids
DetailsDocumentsQ&APre-bid conferenceVendor adsPlanholder's list Bid #16154-RFP - MAINTENANCE, REPAIR, OPERATING SUPPLIES, INDUSTRIAL SUPPLIES, AND RELATED PROD
RFP Paper Bid Fee Waived
Time started: Aug 04, 2016 7:27:21 AM PDT
Bid contact: See contact information
Issuing agency: Maricopa County, AZSee other Bids by this agency Issuing department: 730 - Office of Procurement Services See other Bids by this department Description:
Maricopa County, AZ (herein “Lead Public Agency” on behalf of itself and all states, local governments, school districts, and higher education institutions in the United States of America, and other government agencies and nonprofit organizations (herein “Participating Public Agencies”) is soliciting proposals from qualified suppliers to enter into a Master Agreement for a complete line of Maintenance, Repair and Operating (MRO) Supplies and Industrial Supplies in a Retail and Wholesale environment; and Related Products and Services (herein “Products and Services”).
A complete and comprehensive offering of Industrial supplies such as bearings, linear technologies, power transmissions, motors, hydraulics, pneumatics, gearing, material handling, conveyor systems, industrial rubber, general maintenance supplies, fluid power and any additional related products and services.
In addition, a complete range of services available through Supplier such as, but not limited to, installation, renovation services, repair services, training services and any other related services such as rubber fabrication, vulcanizing, hose fabrication, hydraulic system (design and build) that may offered by Supplier. Such services may be required for public pools, solid waste transfer sites, water treatment plants, waste water treatment sites, boiler plants, mass transit systems, road maintenance equipment, prisons and hospitals and public agencies.
Digital Signature: Allowed (See approved certificate authorities) Classification codes: View classification codes
The Onvia Guide © 2013 Onvia, Inc. All rights are reserved. Unless you have a multiple site or multiple office license with Onvia, only you alone can use The Onvia Guide at a single location. Without the written consent of Onvia, you cannot modify, copy, display, reproduce, share, sell, publish, transfer, assign, or distribute The Onvia Guide or any portion thereof. For any questions regarding licenses to your other office locations, please contact Onvia Customer Service at (800) 574-1502 or [email protected]
1 Account Manager: E-Commerce Dept (800) 531-6860 Melissa Miksch, On [ Help & Support ] via
4410
Regions: Arizona, Maricopa
Vendor viewed report
Classifications
450-41 - Hardware and Related Items (not Otherwise Classified)Bid contacts Contact name:Steve Dahle
Title:Strategic Team Manager
Department:730 - Office of Procurement Services
Phone:602-506-3450
Email: [email protected]
................................................................................................................................................................
Project Documents: DM74_17_7_16154-Attachment_A_P... Compliance, Forms, & Other DM74_17_8_16154-Attachment_A-1... Compliance, Forms, & Other DM74_17_5_Packet_for_Bid_16154... Specifications
DM74_17_6_16154-Solicitation.d... Specifications
................................................................................................................................................................
Primary: Industrial products, Operations and maintenance services, Electrical trades, Electrical maintenance, Building renovation services, Building maintenance services, HVAC trades, Fasteners, Cabinet and shelving building and installation, Rough carpentry, Security system installation Products and Services:
Also Contains: Mechanical power transmission supplies, Carpentry trades, Flooring trades, Glass and glazing trades, Fire alarm installation services, Lighting trades, Drywall trades, Renovation services, Landscape trades ................................................................................................................................................................
Structure Types: Churches, Educational facilities, Residential facilities, Rivers and streams Agency Contact
Buyer: Steve Dahle
Buyer Job Title: Procurement Consultant
Buyer Depar Materials Management tment:
Buyer Address: 301 W. Jefferson St.
Phoenix, Arizona 85003
Buyer Email: [email protected]
Buyer Phone: p: (602) 506-3450
Agency: Maricopa County
Owner Address: 301 W. Jefferson St.
Phoenix, Arizona 85003
Owner Phone: p: (602) 506-3011
Owner Website: http://www.maricopa.gov
The Onvia Guide © 2013 Onvia, Inc. All rights are reserved. Unless you have a multiple site or multiple office license with Onvia, only you alone can use The Onvia Guide at a single location. Without the written consent of Onvia, you cannot modify, copy, display, reproduce, share, sell, publish, transfer, assign, or distribute The Onvia Guide or any portion thereof. For any questions regarding licenses to your other office locations, please contact Onvia Customer Service at (800) 574-1502 or [email protected]
2 Account Manager: E-Commerce Dept (800) 531-6860 Melissa Miksch, On [ Help & Support ] via
4411
Most Recent Awards: Maricopa County
AWARD TITLE: PALLET JACKS AWARD TITLE: OVERHEAD DOOR MAINTENA... AWARD TITLE: WEATHERIZATION SERVICE...
VENDOR: RAYMOND HANDLING SOLUTIONS, IN... VENDOR: D. H. PACE CO., INC. VENDOR: FSL HOME IMPROVEMENTS INC AWARD DATE: AWARD VALUE: AWARD DATE: AWARD VALUE: AWARD DATE: AWARD VALUE:
07/22/16 N/A 06/23/16 N/A 06/14/16 N/A
See more awards...
The Onvia Guide © 2013 Onvia, Inc. All rights are reserved. Unless you have a multiple site or multiple office license with Onvia, only you alone can use The Onvia Guide at a single location. Without the written consent of Onvia, you cannot modify, copy, display, reproduce, share, sell, publish, transfer, assign, or distribute The Onvia Guide or any portion thereof. For any questions regarding licenses to your other office locations, please contact Onvia Customer Service at (800) 574-1502 or [email protected]
3 Account Manager: E-Commerce Dept (800) 531-6860 Melissa Miksch, On [ Help & Support ] via
4412
1/16/2017 Solicitations | U.S. Communities
http://www.uscommunities.org/solicitations/#c9710 1/3
Current Solicitation
Home > Solicitations
Poting Information: Date Poted:
U.S. Communitie: Current Solitication Dec 30th, 2016 – Jan 26th, 2017 Onvia/DemandStar Dec 30th, 2016 – Jan 26th, 2017
Co Count, GA Dec 30th, 2016 – Jan 26th, 2017
Canadian MRX Pulic Tender Dec 30th, 2016 – Jan 26th, 2017 State of Hawaii and Oregon Dec 30th, 2016 – Jan 26th, 2017 Oregon Aociation of Countie Dec 30th, 2016 – Jan 26th, 2017 Tractor, Mowing quipment, Implement, and Part and
Service
Lead Agenc:
Co Count, GA
Pre-Propoal Meeting: Januar 12, 2017
Repone due: Januar 26, 2017
Poting
RFP Document:
RFP 176221
Poting Information: Date Poted:
U.S. Communitie: Current Solitication Nov 17th, 2016 – Dec 22nd, 2016 Onvia/DemandStar Nov 17th, 2016 – Dec 22nd, 2016
Maricopa Count, AZ Nov 17th, 2016 – Dec 22nd, 2016
Canadian MRX Pulic Tender Nov 17th, 2016 – Dec 22nd, 2016 State of Hawaii and Oregon Nov 17th, 2016 – Dec 22nd, 2016 Oregon Aociation of Countie Nov 17th, 2016 – Dec 22nd, 2016 Paint and Paint Supplie
Lead Agenc:
Maricopa Count, AZ
Q&A Period nd: Decemer 8, 2016
Repone due: Decemer 22, 2016
Poting
RFP Document:
RFP 170009
RFP 170009 Addendum 1
On-line Marketplace for the Purchae of Product and
Service
Lead Agenc:
RFP Document:
RFP R-TC-17006
RFP R-TC-17006 Addendum 1
Lited elow are poting detail and document for competitive olicitation currentl in progre. Reulting contract will e made availale through the U.S. Communitie cooperative purchaing program.
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4413
1/16/2017 Solicitations | U.S. Communities
http://www.uscommunities.org/solicitations/#c9710 2/3
Poting Information: Date Poted:
U.S. Communitie: Current Solitication Sept 14th, 2016 – Oct 14th, 2016 Onvia/DemandStar Sept 14th, 2016 – Oct 14th, 2016
Prince William Count Pulic School, VA Sept 14th, 2016 – Oct 14th, 2016 Canadian MRX Pulic Tender Sept 14th, 2016 – Oct 14th, 2016 State of Hawaii and Oregon Sept 14th, 2016 – Oct 14th, 2016 Oregon Aociation of Countie Sept 14th, 2016 – Oct 14th, 2016 Prince William Count Pulic School, VA
Q&A Period nd: Septemer 30, 2016
Repone due: Octoer 14, 2016
Poting
Poting Information: Date Poted:
U.S. Communitie: Current Solitication Aug 4, 2016 – Sept 22, 2016 Onvia/DemandStar Aug 4, 2016 – Sept 22, 2016
Maricopa Count, AZ Aug 4, 2016 – Sept 22, 2016
Canadian MRX Pulic Tender Aug 4, 2016 – Sept 22, 2016 State of Hawaii and Oregon Aug 4, 2016 – Sept 22, 2016
Oregon Aociation of Countie Aug 4, 2016 – Sept 22, 2016 Maintenance, Repair, Operating Supplie, Indutrial Supplie and Related Product and Service
Lead Agenc:
Maricopa Count, AZ
Mandator Pre-Propoal Conference: Septemer 1, 2016
Repone due: Septemer 22, 2016
Poting
RFP Document:
RFP 16154
RFP 16154 Addendum 1
Poting Information: Date Poted:
U.S. Communitie: Current Solitication Ma 19, 2016 – Jul 14, 2016 Onvia/DemandStar Ma 19, 2016 – Jul 14, 2016
Maricopa Count Ma 19, 2016 – Jul 14, 2016
Canadian MRX Pulic Tender Ma 19, 2016 – Jul 14, 2016 State of Hawaii and Oregon Ma 19, 2016 – Jul 14, 2016 Oregon Aociation of Countie Ma 19, 2016 – Jul 14, 2016 Staffing Service and Related Service and Solution
Lead Agenc:
Maricopa Count, AZ
Mandator Pre-propoal conference: June 21, 2016
Quetion Due: June 23, 2016
Repone Due: Jul 14, 2016
Poting
RFP Document:
RFP 16111
RFP 16111 Addendum 1
RFP 16111 Addendum 2
RFP 16111 Addendum 3
4414
1/16/2017 Solicitations | U.S. Communities
http://www.uscommunities.org/solicitations/#c9710 3/3
Getting Started
Program Overview
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What Make U Different
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U.S. COMMUNITIS | NATIONAL COOPRATIV PURCHASING PROGRAM CONTACT US COM A SUPPLIR AOUT US LGAL PRIVACY MICPA © 2017 U.S. Communities | All Rights Reserved.
4415
Inactive Date:
8/5/2016
9/22/2016
Yes
Solicitation Type: RFP
Active Date:
Estimated Value:
Public:
Organization: 500,000,000
Customer Ref #:
Contact:
Title:
33648
MRO, Industrial Supplies and Related Products
RFP #16154
Steve dahle
Solicitation ID:
Seattle, City of
Vendor Details:
Total Veteran Owned 0
Total Washington Small Business 0
Total Vendors 1
Vendor Summary:
Company Name DBAName Status
Match
Code Main Contact Email Phone City
NorWest Hydraulic & Pneumatic
Inc.
Y Jared Mira [email protected] (360) 354-3239 Lynden, WA
REPORT :: Solicitation Download Detail 8/5/2016 4:18 PM 4416
October 17, 2023
Fire Department
DATE: October 3, 2023
TO: Mayor Martinez and Members of the City Council
FROM: Angel Montoya, Fire Chief
Aaron Osorio, Deputy Fire Chief
Sharrone Taylor, Interim Director of Human Resources
Subject: The Gumshoe Group Contract
FINANCIAL IMPACT: The total proposed fiscal impact shall not exceed $100,000 for a two-year contract. Funding is included in the Fire Department’s Fiscal Year 2023-24 budget and
will be included in the Fiscal 2024-25 budget (01204022- 400201).
PREVIOUS COUNCIL
ACTION:
N/A
STATEMENT OF THE
ISSUE:
City Council’s approval is required to approve a contract with the Gumshoe Group to conduct pre-employment
background checks on prospective firefighter candidates.
RECOMMENDED ACTION: APPROVE a two-year contract with The Gumshoe Group to provide pre-employment background investigations for a total amount not to exceed $100,000, for a term of
October 4, 2023, through July 31, 2025 – Fire
Department (Chief Angel Montoya 510-307-8041/Deputy
Chief Aaron Osorio 510-307-8021).
AGENDA
REPORT
4417
October 17, 2023
DISCUSSION:
On July 1, 2022, the Police Department conducted a Request for Proposals (RFP) process to select a background investigator for their pre-employment background investigations. The Fire Department was able to piggyback on the RFP process and from the group of respondents select the Gumshoe Group for the purpose of conducting pre-employment background investigations for Firefighter Trainees.
The Gumshoe Group is a full-service investigation agency that is licensed, bonded, and insured in the State of California. Their staff is comprised of a group of active and retired law enforcement professionals with extensive investigative experience. The Fire Department desires to hire this agency to conduct the pre-employment investigations for Firefighter Trainees which Human Resources will facilitate.
FISCAL IMAPCT:
The fiscal impact is not to exceed $100,000 over the next two years. It is expected that the City will spend $40,000 in fiscal year (FY) 2023-24 and $60,000 FY 2024-25 due to the number of projected retirements. Funding is included in the current budget and will be included in subsequent budgets as required.
RECOMMENDATION:
City staff is recommending City Council approval of the contract with The Gumshoe Group.
DOCUMENTS ATTACHED:
Attachment 1 – Original Contract
Attachment 2 – Proposal
4418
CITY OF RICHMOND
STANDARD CONTRACT
Department: Project Manager:
Project Manager E-mail: Project Manager Phone No:
PR No: Vendor No: P.O./Contract No:
Description of Services:
The parties to this STANDARD CONTRACT do mutually agree and promise as follows:
1. Parties. The parties to this Contract are the City of Richmond (herein referred to as the “City”) and the following named Contractor:
Company Name:
Street Address:
City, State, Zip Code:
Contact Person:
Telephone: Email:
Business License No: / Expiration Date:
A California [ ] corporation, [ ] limited liability corporation [ ] general partnership, [ ] limited partnership, [ ] individual, [ ] non-profit corporation, [ ] individual dba as [specify:] ,
[ ] other [specify:]
2. Term. The effective date of this Contract is and it
terminates unless terminated as provided herein.
3. Payment Limit. City’s total payments to Contractor under this Contract shall not exceed $ . City shall not pay for services that exceed
the Contract Payment Limit unless a contract amendment has been approved by the City Council or City Manager.
4. Contractor’s Obligations. Contractor shall provide those services and carry out that work described in the Service Plan (Exhibit A) which is attached hereto and is incorporated herein by reference, subject to all the terms and conditions contained or incorporated herein.
5. City's Obligations. City shall make to the Contractor those payments described in the Payment Provisions (Exhibit B) which are attached hereto and are incorporated herein by reference, subject to all the terms and conditions contained or incorporated herein.
Fire Aaron Osorio
[email protected] (510) 307-8021
Perform background investigations and receive criminal records checks, reports, and associated records on behalf of the Richmond Fire Department
The Gumshoe Group
505 Merchant Street
Vacaville, CA 95688
Ken Kramer
(800) 669-7336
40064020
October 4, 2023
July 31, 2025
100,000
✔
4419
6. Authorized Representatives and Notices. This Contract is subject to the Authorized Representatives and Notices Provisions (Exhibit C) which are attached hereto and are incorporated herein by reference.
7. General Conditions. This Contract is subject to the General Conditions (Exhibit D) which are attached hereto and are incorporated herein by reference, subject to all the terms and conditions contained or incorporated herein.
8. Special Conditions. This Contract is subject to the Special Conditions (Exhibit E) (if any) which are attached hereto and are incorporated herein by reference, subject to all the terms and conditions contained or incorporated herein. (Note:
other than Public Works contracts, the City will agree to Special Conditions only in unusual circumstances.)
9. Insurance Provisions. This Contract is subject to the Insurance Provisions (Exhibit F) which are attached hereto and are incorporated herein by reference.
10. Signatures. These signatures attest the parties' Contract hereto:
CITY OF RICHMOND CONTRACTOR:
a municipal corporation
By:
(* The Corporation Chairperson of the Board,
President or Vice President should sign below)
Title: By:
I hereby certify that this Contract Title:
has been approved by City Council.
Date Signed:
By:
City Clerk
(* The Corporation Chief Financial Officer,
Secretary or Assistant Secretary should sign below)
Approved as to form:
By:
By: Title:
City Attorney
Date Signed:
(NOTE: Pursuant to California Corporations
Code Section 313, if Contractor is a corporation
or nonprofit organization, this Contract (1) must
be signed by (a) the Chairperson of the Board,
President or Vice-President and (b) the
Secretary any Assistant Secretary, the Chief
Financial Officer or any Assistant Treasurer.
LIST OF ATTACHMENTS:
Service Plan Exhibit A
Payment Provisions Exhibit B
Authorized Representatives and Notices Exhibit C
General Conditions Exhibit D
Special Conditions Exhibit E
Insurance Provisions Exhibit F
Standard Contract/EJ/TE 9-26-07
The Gumshoe Group
4420
For the Contract between the City of
Richmond and
EXHIBIT A
SERVICE PLAN
Contractor shall, to the satisfaction of the , perform the following services and be compensated as outlined below:
The Gumshoe Group will perform background investigations and receive criminal records checks, reports, and associated records on behalf of the Richmond Fire Department pursuant to the specifications and instructions of the project manager. See Attachment A for scope and pricing.
The Gumshoe Group
Project Manager
4421
The Gumshoe Group
PRIVATE INVESTIGATIONS
Specializing in Pre-Employment Backgrounds
CA BSIS License # 188721
1 The Gumshoe Group
PRIVATE INVESTIGATIONS Voice / Fax
(800) 669-7336
333 Sunset Ave., Ste 130
Suisun City, CA 94585
www.TheGumshoeGroup.com
September 13, 2023
City of Richmond Fire Department
Attn: Sharrone Taylor
Re: Pre-Employment Background Investigations
Greetings,
The Gumshoe Group is pleased to offer a proposal to conduct services relating to the Pre-Employment Background screening of your future employees. The Gumshoe Group is a full-service investigations agency licensed (#188721), bonded, and insured in the State of California. All our investigations are conducted with utmost confidentiality, integrity, and professionalism.
The Gumshoe Group is a team of experienced, professional, and resourceful investigators with all the latest tools to get the job done in an effective and timely manner. All our Investigators are comprised of active and retired public safety professionals with exceptional records and extensive investigative experience. All our investigations are conducted by industry professionals with the client’s specific needs in mind, paying close attention to detail and ensuring accuracy and reliability.
The Gumshoe Group is committed to assisting the City of Richmond to identify and hire the most qualified personnel for your organization by conducting timely, in-depth, and complete background investigations. Our experience allows us to recognize desirable characteristics that are sought after in a public sector employee.
Not all Private Investigation Agencies are equal, here is how The Gumshoe Group stands out:
Experience – We have an extensive investigative team, all experienced in conducting investigations. Expanded Services – We can perform these services at no extra charge if the agency requires:
Conduct LiveScan Run DMV Driving Records
Notarize Documents Run EDD Work History Report
Run Credit Reports Digital / Passport Style Photo
Pre-Employment Background Summary:
All background investigations performed by The Gumshoe Group meet and/or exceed the standards as outlined by California P.O.S.T. All our background investigations comply with Peace Officer Background (Regulation 1953) or Public Safety Dispatcher / Non-Sworn (Regulation 1959). We investigate your applicant’s past behavior and the extent to which that behavior demonstrates positive traits that support their candidacy for Public Safety work.
Attachment A
4422
The Gumshoe Group
PRIVATE INVESTIGATIONS
Specializing in Pre-Employment Backgrounds
CA BSIS License # 188721
2 Highly qualified candidates frequently take the first job offer they receive. Our team can help your agency be the first to make that offer with our timely background process. The average file is completed within 30 days from the background interview which is normally scheduled within 10 days depending on candidates’ availability and submission of the initial documents.
Scope of Service(s):
Peace Officer Background Investigation following CA POST Regulations (11 CCR § 1953) Non-Peace Officer Background Investigations following CA POST Regulations (11 CCR § 1959) CVSA (Computer Voice Stress Analysis) if required/requested is conducted by NITV Certified Examiners. Background Services include (if required); LiveScan, Initial Waivers, Notary Public, Digital Photo, DMV Driving Records, Credit Report, and EDD Employment records.
Deliverables:
Upon completion of the investigation, the agency will be provided with a detailed written investigation report referred to as the Executive Summary that reviews the candidate’s qualifications and attributes relative to POST background guidelines and dimensions. The investigative file will include a complete file to include an investigative report with all supporting documents following the guidelines as outlined in POST Regulations.
Attachment A
4423
The Gumshoe Group
PRIVATE INVESTIGATIONS
Specializing in Pre-Employment Backgrounds
CA BSIS License # 188721
3 Background investigations are conducted using the minimum selection standards outlined by POST regulations.
Agencies can establish more rigorous selection criteria. Our services can be customized to your agency’s needs or include any modified standards.
Individual Services
Cost Service
$2000 / EA Pre-Employment Background Investigation (Fireman/Paramedic) $95 / Hour Any additional background related services requested not already identified $400 / EA CVSA – Computer Voice Stress Analysis
Included with
Background
If required, or not
provided by the
agency:
Completion of all Waivers (Cost of Notary Included)
Passport quality digital photo
DMV Driving Record
Employment Credit Report (TransUnion, Experian, or Equifax) EDD Employment Records
LiveScan (Includes Rolling Fee) DOJ/FBI Fee paid by the agency. +25% of BG Expedited Service
At times, background investigations may require travel out of the service area to conduct reference checks, neighborhood checks, employment checks, or another associated investigation. When this occurs, the contracting agency will be contacted for travel approval or alternative methods to accomplish the investigation.
Out of Area Travel Service Rates*
Cost Service (Out of Area Service Fees)
$0.585/Mile Mileage Reimbursement Rate
$95 / Hour Hourly Background Investigator Rate
Cost x1.1 Air Travel, Car Rental, Hotel, etc.
Cost x1.1 Daily Per Diem as outline by GSA
https://www.gsa.gov/travel/plan-book/per-diem-rates
*Locations beyond 75 miles of the contracting agency will be charged mileage, hourly, and other travel expenses. All travel requires pre-approval from the contracting agency.
Billing and Payment Terms: Payments for services shall be billed upon completion of the assignment. The client shall pay all undisputed amounts within thirty (30) days of the date of the invoice for Services. We will endeavor to limit the number of billings each month based on the volume of assignments.
Prorated terms: Services partially completed shall be prorated. A background service shall be considered completed once 50% or more of the work is complete, the background interview has occurred, or we have been actively working on the file for 15 days. Prorated files will be billed at an hourly rate for actual hours incurred, at no time will the hourly prorated amount exceed the flat-rate pricing. 450 CA Labor Code: If any expense occurs by services provided relating to 450 of the labor code, said expense shall be billable and reimbursed by the agency.
Rate Increases: The pricing for services is subject to increase at any time. Should the price of some or all our services change, the vendor shall provide you with at least thirty (30) days advance written notice specifying the amount of the price increase.
Attachment A
4424
The Gumshoe Group
PRIVATE INVESTIGATIONS
Specializing in Pre-Employment Backgrounds
CA BSIS License # 188721
4 Summary:
The Gumshoe Group is committed to assisting the City of Richmond to identify and hire the most qualified personnel for your organization by conducting timely, in-depth, and complete background investigations. Our experience allows us to recognize desirable characteristics that are sought after in a public sector employee.
We appreciate being considered for your background investigations team, and we look forward to working with you.
Sincerely,
Ken Kramer
Ken Kramer, QM/Private Investigator
The Gumshoe Group
Attachment A
4425
For the Contract between the City of
Richmond and
EXHIBIT B
PAYMENT PROVISIONS
{PLEASE NOTE THAT THE CITY OF RICHMOND SHALL NOT PAY FOR SERVICES
THAT EXCEED THE CONTRACT PAYMENT LIMIT UNLESS A CONTRACT
AMENDMENT HAS BEEN APPROVED BY THE CITY COUNCIL OR THE CITY MANAGER}
1. Provided Contractor is not in default under this Contract, Contractor shall be compensated as provided below.
2. Any and all payments made pursuant to this Contract shall be subject to the Contract Payment Limit. The Payment Limit includes expenses (phones, photo copying, meals and travel etc). Invoices, shall be adequately detailed, based on accurate records, and be in a form reasonably satisfactory to the City. Contractor may be required to provide back-up material upon request.
3. Contractor shall submit timely invoices to the following address:
Attention: City of Richmond, Finance Department - Accounts Payable Project Manager: Department:
PO Box 4046
Richmond, CA 94804-0046
4. All invoices that are submitted by Contractor shall be subject to the approval of the City’s Project Manager, before payments shall be authorized.
5. The City will pay invoice(s) within 45 days after completion of services to the City’s satisfaction. The City shall not pay late fees or interest.
6. A Richmond business license shall be obtained before any payment under this Contract shall be authorized and the business license must be kept current during the term of this Contract for payments to continue to be authorized.
7. All insurance coverage required by this Contract shall be provided by the Contractor before this Contract shall be executed by the City. The insurance coverage must be kept current during the term of this Contract for payments to continue to be authorized.
Aaron Osorio
The Gumshoe Group
Fire
Aaron Osorio
4426
For the Contract between the City of
Richmond and
EXHIBIT C
AUTHORIZED REPRESENTATIVES AND NOTICES
1. Notices. All notices, demands, statements, or communications provided for by this Contract shall be in writing and may be delivered by deposit in the United States mail, postage prepaid. Notices to the City shall be addressed to the Department Head and (as delineated below in section 1.1) to the project manager responsible for the administration of or the supervision of the scope of work under this Contract. Notices to the Contractor shall be addressed to the party designated by Contractor (as delineated below in section 1.2). Notice shall be deemed delivered (a) upon personal delivery; (b) as of the fifth business day after mailing by United States certified mail, postage prepaid, addressed to the proper party; or (c) as of 12:00 p.m. on the second business day immediately after the day it is deposited with and accepted by Federal Express, or a similar overnight courier service, addressed to the proper party and marked for next business day morning delivery. For the purposes of this Contract, a "business day" means any day Monday through Friday that is not a holiday recognized by the federal government or the State of California.
1. 1 CITY hereby designates as its Authorized Representative the Project Manager whose name and address are as follows:
City of Richmond
Richmond, CA 94804-0046
1. 2 CONTRACTOR hereby designates as its Authorized Representative the Project Manager whose name and address are as follows:
The Gumshoe Group
Th G h G
Aaron Osorio
505 Merchant Street
Vacaville, CA 95688
4427
General Conditions/EJ/TE 01-19-11 1 of 13
EXHIBIT D
GENERAL CONDITIONS
1. Independent Contractor. Contractor acknowledges, represents and warrants that Contractor is not a regular or temporary employee, joint venturer or partner of the City, but rather an independent Contractor. This Contract shall not be construed to create an agency, servant, employee, partnership, or joint venture relationship. As an independent Contractor, Contractor shall have no authority to bind City to any obligation or to act as City's agent except as expressly provided herein. Due to the independent Contractor relationship created by this Contract, City shall not withhold state or federal income taxes, the reporting of which shall be Contractor's sole responsibility.
2. Brokers. Contractor acknowledges, represents and warrants that Contractor has not hired, retained or agreed to pay any entity or person any fee, commission, percentage, gift, or any other consideration, contingent upon or resulting from the award or making of this Contract.
3. City Property. The rights to applicable plans, drawings, reports, calculations, data, specifications, videos, graphics or other materials prepared for or obtained pursuant to this Contract, which, upon request, are to be delivered to City within a reasonable time, shall be deemed assigned to City. If applicable, Contractor shall prepare check prints upon request. Notwithstanding the foregoing, Contractor shall not be obligated to provide to City proprietary software or data which Contractor has developed or had developed for Contractor's own use; provided, however, that Contractor shall, pursuant to Section 15 below, indemnify, defend and hold harmless City from and against any discovery or Public Records Act request seeking the disclosure of such proprietary software or data.
4. Patents, Trademarks, Copyrights and Rights in Data. Contractor shall not publish or transfer any materials, discoveries, developments, concepts, designs, ideas, know how, improvements, inventions and/or original works of authorship resulting from activities supported by this Contract without the express prior written consent of the City Manager. If anything resulting from activities supported by this Contract is patentable, trademarkable, copyrightable or otherwise legally protectable, City reserves the exclusive right to seek such intellectual property rights. Notwithstanding the foregoing, Contractor may, after receiving City's prior written consent, seek patent, trademark, copyright or other intellectual property rights on anything resulting from activities supported by this Contract. However, City reserves, and Contractor irrevocably grants, a nonexclusive, fully paid-up, royalty-free, assumable, perpetual, worldwide license, with the right to transfer, sublicense, practice and exploit said license and the right to make, have made, copy, modify, make derivative works of, use, sell, 4428
General Conditions/EJ/TE 01-19-11 2 of 13
import, and otherwise distribute under all applicable intellectual properties without restriction of any kind said license.
Contractor further agrees to assist City, at City's expense, in every proper way to secure the City’s rights in any patents, trademarks, copyrights or other intellectual property rights relating thereto, including the disclosure to City of all pertinent information and data with respect thereto. Contractor shall also assist City in the execution of all applications, specifications, oaths, assignments, recordations, and all other instruments which City shall deem necessary in order to apply for, obtain, maintain and transfer such rights, or if not transferable, to waive such rights. Contractor shall further assist City in the execution of all applications, specifications, oaths, assignments, recordations and all other instruments which City shall deem necessary in order to assign and convey to City, and any assigns and nominees the sole and exclusive right, title and interest in and to any patents, trademarks, copyrights or other intellectual property rights relating thereto. Contractor further agrees that its obligation to execute or cause to be executed, when it is in Contractor's power to do so, any such instruments or papers shall continue during and at all times after the end of Contractor's services and until the expiration of the last such intellectual property right. Contractor hereby irrevocably designates and appoints City, and its duly authorized officers, agents and servants, as its agent and attorney-in-fact, to act for and in its behalf and stead to execute and file any such applications and to do all other lawfully permitted acts to further the application for, prosecution, issuance, maintenance or transfer of letters of patents, copyright and other registrations. This power of attorney is coupled with an interest and shall not be affected by Contractor's subsequent incapacity.
5. Inspection. Contractor's performance, place of business and records pertaining to this Contract are subject to monitoring, inspection, review and audit by authorized representatives of the CITY, the State of California, and the United States Government.
If the project or services set forth in Exhibit A shall be performed on City or other public property, City shall have the right to inspect such work without notice. If such project or services shall not be performed on City or other public property, City shall have the right to inspect such work upon reasonable notice.
6. Services. The project or services set forth in Exhibit A shall be performed to the full satisfaction and approval of City. In the event that the project or services set forth in Exhibit A are also itemized by price, City, in its sole discretion, may, upon notice to Contractor, delete certain items or services set forth in Exhibit A, in which case there shall be a corresponding reduction in the amount of compensation paid to Contractor. 4429
General Conditions/EJ/TE 01-19-11 3 of 13
Contractor shall, at its own cost and expense, furnish all facilities and equipment necessary for Contractor to complete the project or perform the services required herein, unless otherwise provided in Exhibit A.
7. Records. Contractor shall keep and make available for inspection and copying by authorized representatives of the City, the State of California, and the United States Government, the Contractor's regular business records and such additional records pertaining to this Contract as may be required by the City.
Contractor shall retain all documents pertaining to this Contract for a period of five (5) years after this Contract's termination (or for any further period that is required by law) and until all Federal or State audits are complete and exceptions resolved for this contract's funding period. Upon request, CONTRACTOR shall make these records available to authorized representatives of the CITY, the State of California, and the United States Government.
Contractor shall keep full and detailed accounts, maintain records, and exercise such controls as may be necessary for proper financial management under this Contract. The Contractor’s accounting and control systems shall be satisfactory to City. Contractor's accounting systems shall conform to generally accepted accounting principles and all records shall provide a breakdown of total costs charged under this Contract, including properly executed payrolls, time records, utility bills, invoices and vouchers. The City shall be afforded prompt access to Contractor's records, books, and Contractor shall preserve such project records for a period of at least five (5 years after the termination of this Contract , or for such longer period as may be required by law.
Contractor shall permit City and its authorized representatives and accountants to inspect, examine and copy Contractor's books, records, accounts, correspondence, instructions, drawings, receipts, subcontracts, purchase orders, vouchers, memoranda and other data relating to the project or services set forth in Exhibit A, and any and all data relevant to this Contract at any reasonable time for the purpose of auditing and verifying statements, invoices, or bills submitted by Contractor pursuant to this Contract and shall provide such assistance as may be reasonably required in the course of such inspection. Contractor shall also allow City access to the record keeping and accounting personnel of Contractor.
City further reserves the right to examine and re-examine said books, records, accounts, and data during the five (5 year period following the termination of this Contract; and Contractor shall in no event dispose of, destroy, alter, or mutilate said books, records, accounts, and data in any manner whatever for five (5 years after the termination of this Contract. 4430
General Conditions/EJ/TE 01-19-11 4 of 13
Pursuant to California Government Code § 10527, the parties to this Contract shall be subject to the examination and audit of representatives of the Auditor General of the State of California for a period of three (3) years after final payment under this Contract. The examination and audit shall be confined to those matters connected with the performance of this Contract including, but not limited to, the cost of administering this Contract.
8. Changes and Extra Work. All changes and/or extra work under this Contract shall be performed and paid for in accordance with the following:
Only the City Council or the City Manager may authorize extra and/or changed work. Contractor expressly recognizes that other City personnel are without authorization to either order extra and/or changed work or waive contract requirements. Failure of Contractor to secure the authorization for such extra and/or changed work shall constitute a waiver of any and all right to adjustment in contract price due to such unauthorized work and Contractor thereafter shall be entitled to no compensation whatsoever for performance of such extra and/or changed work.
If Contractor is of the opinion that any work which Contractor has been directed to perform is beyond the scope of this Contract and constitutes extra work, Contractor shall promptly notify City of the fact. The City shall make a determination as to whether or not such work is, in fact, beyond the scope of this Contract and constitutes extra work. In the event that City determines that such work does constitute extra work, City shall provide extra compensation to Contractor on a fair and equitable basis. A change order or Contract Amendment providing for such compensation for extra work shall be negotiated between City and Contractor and executed by Contractor and the appropriate City official.
In the event City determines that such work does not constitute extra work, Contractor shall not be paid extra compensation above that provided herein and if such determination is made by City staff, said determination may be appealed to the City Council; provided, however, a written appeal must be submitted to the City Manager within five (5) days after the staff's determination is sent to Contractor. Said written appeal shall include a description of each and every ground upon which Contractor challenges the staff's determination.
9. Additional Assistance. If this Contract requires Contractor to prepare plans and specifications, Contractor shall provide assistance as necessary to resolve any questions regarding such plans and specifications that may arise during the period of advertising for bids, and Contractor shall issue 4431
General Conditions/EJ/TE 01-19-11 5 of 13
any necessary addenda to the plans and specifications as requested. In the event Contractor is of the opinion that City's requests for addenda and assistance is outside the scope of normal services, the parties shall proceed in accordance with the changes and extra work provisions of Section 8 of these General Conditions.
10. Professional Ability. Contractor acknowledges, represents and warrants that Contractor and its employees are skilled and able to competently provide the services hereunder, and possess all professional licenses, certifications, and approvals necessary to engage in their occupations.
City has relied upon the professional ability and training of Contractor as a material inducement to enter into this Contract. Contractor shall perform in accordance with generally accepted professional practices and standards of Contractor's profession. In the event that City, in its sole discretion, desires the removal of any person employed or retained by Contractor to perform services hereunder, such person shall be removed immediately upon receiving notice from City.
11. Business License. Contractor shall obtain a Richmond Business License before performing any services required under this Contract. The failure to so obtain such license shall be a material breach of this Contract and grounds for immediate termination by City; provided, however, that City may waive the business license requirement in writing under unusual or extraordinary circumstances without necessitating any modification of this Contract to reflect such waiver.
12. Termination Without Default. Notwithstanding any provision herein to the contrary, City may, in its sole and absolute discretion and without cause, terminate this Contract at any time prior to completion by Contractor of the project or services hereunder, immediately upon written notice to Contractor. Contractor may terminate this Contract at any time in its sole and absolute discretion and without cause upon 30 days' written notice to City. In the event of termination by either party, Contractor shall be compensated for: (1) all authorized work satisfactorily performed prior to the effective date of termination; (2) necessary materials or services of others ordered by Contractor for this Contract, prior to receipt of notice of termination, irrespective of whether such materials or services of others have actually been delivered, provided that Contractor is not able to cancel such orders. Compensation for Contractor in such event shall be determined by City in accordance with the percentage of the project or services completed by Contractor; and all of Contractor's finished or unfinished work product through the time of the City's last payment shall be transferred and assigned to City. Additionally, in the event of such termination, the City may proceed with the work in any reasonable manner it chooses.
4432
General Conditions/EJ/TE 01-19-11 6 of 13
13. Termination in the Event of Default. Should Contractor fail to perform any of its obligations hereunder, within the time and in the manner provided or otherwise violate any of the terms of this Contract, City may immediately terminate this Contract by giving written notice of such termination, stating the reasons for such termination. Contractor shall be compensated as provided in Section 12 of these General Conditions; provided, however, there shall be deducted from such amount the amount of damage, including attorney's fees, expert witness fees and costs, if any, sustained by City by virtue of Contractor's breach of this Contract. Additionally, in the event of such termination, the City may proceed with the work in any reasonable manner it chooses.
14. Conflict of Interest. Contractor acknowledges, represents and warrants that Contractor shall avoid all conflicts of interest (as defined under any federal, state or local statute, rule or regulation, or at common law) with respect to this Contract. Contractor further acknowledges, represents and warrants that no City official or employee has any economic interest, as defined in Title 2, California Code of Regulations §§ 18703.1 through 18703.5, with Contractor that would invalidate this Contract. Contractor acknowledges that in the event that Contractor shall be found by any judicial or administrative body to have any conflict of interest (as defined above) with respect to this Contract, all consideration received under this Contract shall be forfeited and returned to City forthwith. This provision shall survive the termination of this Contract for one (1) year.
15. Indemnification.
(a) If this Contract is a contract for design professional services subject to California Civil Code Section 2782.8(a) and Contractor is a design professional, as defined in California Civil Code Section 2782.8(b)(2), Contractor shall hold harmless, defend and indemnify the City, its officers, agents, employees, and volunteers from and against any and all claims, damages, losses, and expenses including attorneys’ fees arising out of, or pertaining to, or relating to the negligence, recklessness, or willful misconduct of the Contractor, except where caused by the active negligence, sole negligence, or willful misconduct of the City. To the fullest extent permitted by law, Contractor shall immediately defend and indemnify the City and its officers, agents, employees, and volunteers from and against any and all liabilities, regardless of nature or type, that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Contractor, or its employees, agents, or subcontractors.
Liabilities subject to the duties to defend and indemnify include, without limitation, any and all claims, losses, damages, penalties, fines, and judgments; associated investigation and administrative expenses; defense costs, including but not limited to reasonable attorneys’ fees; court costs; and costs of alternative dispute resolution. Contractor’s obligation to 4433
General Conditions/EJ/TE 01-19-11 7 of 13
indemnify applies unless it is finally adjudicated that the liability was caused by the sole active negligence or sole willful misconduct of an indemnified party.
(b) If this Contract is not a contract for design professional services subject to California Civil Code Section 2782.8(a) or Contractor is not a design professional as defined in California Civil Code Section 2782.8(b)(2), Contractor shall indemnify, defend, and hold harmless the City, its officers, agents, employees and volunteers from any and all claims, suits, or actions of every name, kind and description, brought forth on account of injuries to or death of any person or damage to property arising from or connected with the willful misconduct, negligent acts, errors or omissions, ultra-hazardous activities, activities giving rise to strict liability, or defects in design by Contractor or any person directly or indirectly employed by, or acting as, the agent for Contractor in the performance of this Contract, including the concurrent or successive passive negligence of the City, its officers, agents, employees or volunteers.
(c) It is understood that the duty of Contractor to indemnify and hold harmless includes the duty to defend as set forth in Section 2778 of the California Civil Code. Contractor shall be obligated to defend, in all legal, equitable, administrative, or special proceedings, with counsel approved by the City, the City and its officers, agents, employees, and volunteers, immediately upon tender to Contractor of the claim in any form or at any stage of an action or proceeding, whether or not liability is established. An allegation or determination that persons other than Contractor are responsible for the claim does not relieve Contractor from its separate and distinct obligation to defend under this Section 15. The obligation to defend extends through final judgment, including exhaustion of any appeals. The defense obligation includes an obligation to provide independent counsel if Contractor asserts that liability is caused in whole, or in part, by the negligence or willful misconduct of an indemnified party. (d) The review, acceptance or approval of the Contractor’s work or work product by any indemnified party shall not affect, relieve or reduce the Contractor’s indemnification or defense obligations. This Section 15 survives completion of the services or the termination of this Contract.
The provisions of this Section 15 are not limited by, and do not affect, the provisions of this Contract relating to insurance.
(e) Acceptance of insurance certificates and endorsements required under this Contract does not relieve Contractor from liability under this Section
15. This Section 15 shall apply whether or not such insurance policies are determined to be applicable to any such damages or claims for damages.
16. Safety. Contractor acknowledges that the City is committed to the highest standards of workplace safety. Contractor shall perform all work hereunder in full compliance with applicable local, state and federal safety requirements including but not limited to Occupational Safety and Health Administration requirements, and shall assume sole and complete 4434
General Conditions/EJ/TE 01-19-11 8 of 13
responsibility for the safety of Contractor's employees and any subContractor's employees. If a death, serious personal injury or substantial property damage occurs in connection with the performance of this Contract, Contractor shall immediately notify the City by telephone.
17. Insurance. Insurance requirements are set forth in Exhibit F to this Contract. Contractor shall abide by the insurance requirements set forth in said Exhibit F.
18. Non-Liability of Officials and Employees of the City. No official or employee of the City shall be personally liable for any default or liability under this Contract.
19. Compliance with Laws. Contractor shall comply with all federal, state and local laws, statutes, ordinances, rules and regulations, and the orders and decrees of any courts or administrative bodies or tribunals, with respect to this Contract, including without limitation environmental laws, employment discrimination laws and prevailing wage laws. Compliance under this provision includes compliance with all provisions of the Richmond Municipal Code ("Municipal Code"), including Chapters 2.50, 2.52, 2.56, and 2.60, if applicable.
Contractor acknowledges that under § 2.60.070 of the Municipal Code ("Living Wage Ordinance"), Contractor shall promptly provide to City documents and information verifying its compliance with the Living Wage Ordinance. Also as prescribed in § 2.60.070, Contractor shall notify each of its affected employees with regards to the wages that are required to be paid pursuant to the Living Wage Ordinance.
Contractor shall comply with § 2.28.030 of the Municipal Code, obligating every Contractor or subcontractor under a contract or subcontract with the City for public work or for goods or for services to refrain from discriminatory employment or subcontracting practices on the basis of race, color, sex, sexual orientation, religious creed, national origin or ancestry of any employee, any applicant for employment or any potential subcontractor.
Contractor acknowledges that the City’s Drug Free Workplace Policy, Violence in the Workplace Policy and the Policy Against Workplace Harassment, are available on the City’s website at
http://www.ci.richmond.ca.us/workplacepolicies . Contractor agrees to abide by the terms and conditions of said policies.
20. Limitations upon Subcontracting and Assignment. This Contract binds the heirs, successors, assigns and representatives of Contractor. The Contractor shall not enter into subcontracts for any work contemplated 4435
General Conditions/EJ/TE 01-19-11 9 of 13
under this Contract and shall not assign this Contract, nor any portion hereof or monies due or to become due, without the prior written consent of the City Council or its designee.
Contractor acknowledges that the services which Contractor shall provide under this Contract are unique, personal services which, except as otherwise provided herein, Contractor shall not assign or sublet to any other party without the prior written approval of City, which approval may be withheld in City's sole and absolute discretion. In the event that City, in writing, approves any assignment or subletting of this Contract or the retention of subcontractors by Contractor, Contractor shall provide to City upon request copies of each and every subcontract contract prior to the execution thereof by Contractor and subcontractor. Any assignment by Contractor of any or all of its rights under this Contract without first obtaining City's prior written consent shall be a default under this Contract.
The sale, assignment, transfer or other disposition of any of the issued and outstanding capital stock of Contractor (if applicable), or of the interest of any general partner or joint venturer or syndicate member if Contractor is a partnership or joint-venture or syndicate, which shall result in a change of control of Contractor, shall be deemed an assignment. For this purpose, control shall mean fifty percent or more of the voting power or twenty-five percent or more of the assets of the corporation, partnership or joint-venture.
21. Integration. This Contract constitutes the entire agreement between the parties concerning the subject matter hereof and supersedes any previous oral or written agreement; provided, however, that correspondence or documents exchanged between Contractor and City may be used to assist in the interpretation of the Exhibits to this Contract.
22. Modifications and Amendments. This Contract may be modified or amended only by a change order or Contract Amendment executed by both parties and approved as to form by the City Attorney.
23. Conflicting Provisions. In the event of a conflict between these General Conditions and those of any Exhibit or attachment hereto, these General Conditions shall prevail; provided, however, that any Special Conditions as set forth in Exhibit E shall prevail over these General Conditions. In the event of a conflict between the terms and conditions of any two or more Exhibits or attachments hereto, those prepared by City shall prevail over those prepared by the Contractor, and the terms and conditions preferred by the City shall prevail over those preferred by the Contractor.
24. Non-exclusivity. Notwithstanding any provision herein to the contrary, the services provided by Contractor hereunder shall be non-exclusive, and 4436
General Conditions/EJ/TE 01-19-11 10 of 13
City reserves the right to employ other Contractors in connection with the project.
25. Exhibits. All Exhibits hereto are made a part hereof and incorporated herein by reference; provided, however, that any language in Exhibit A which does not pertain to the project description, proposal, scope of services, or method of compensation (as applicable) , or any corresponding responsibilities of City, shall be deemed extraneous to, and not a part of, this Contract.
26. Force Majeure. Neither party hereto shall be considered in default in the performance of its obligations hereunder to the extent that the performance of such an obligation is prevented or delayed by reason of acts of God, strikes, boycotts, lock-outs, inability to procure materials not related to the price thereof, failure of power, restrictive governmental laws and regulations enacted after the date of this Contract, riots, civil unrest, acts of terrorism, insurrection, war, declaration of a state or national emergency or other reasons of a like nature not within the reasonable control of such party.
27. Time of the Essence. Time is of the essence of this Contract. Contractor and City agree that any time period set forth in Exhibit A represents their best estimates with respect to completion dates and both Contractor and City acknowledge that departures from the schedule may occur.
Therefore, both Contractor and City will use reasonable efforts to notify one another of changes to the schedule. Contractor shall not be responsible for performance delays caused by others, or delays beyond Contractor's control, and such delays shall extend the times for performance of Contractor's work.
28. Confidentiality. Contractor agrees to comply with, and to require its employees, agents and partners to comply with, all applicable State or Federal statutes or regulations respecting confidentially, including but not limited to, the identity of persons served under this Contract, their records, or services provided them, and assures that:
All applications and records concerning any individual made or kept by Contractor or any public officer or agency in connection with the administration of or relating to services provided under this Contract will be confidential, and will not be open to examination for any purposes not directly connected with the administration of such service.
No person will publish or disclose or permit or cause to be published or disclosed, any list of persons receiving services, except as may be required in the administration of such service.
4437
General Conditions/EJ/TE 01-19-11 11 of 13
29. Third Parties. Nothing herein shall be interpreted as creating any rights or benefits in any third parties. For purposes hereof, transferees or assignees as permitted under this Contract shall not be considered "third parties."
30. Governing Law. This Contract shall be construed in accordance with the law of the State of California without regard to principles of conflicts of law.
This Contract is made in Contra Costa County, California, and any action relating to this Contract shall be instituted and prosecuted in the courts of Contra Costa County, California.
31. Nonrenewal. Contractor understands and agrees that there is no representation, implication, or understanding that the services provided by Contractor under this Contract will be purchased or renewed by the City under a new contract following expiration or termination of this Contract, and waives all rights or claims to notice or hearing respecting any failure by City to continue the purchase of all or any failure to continue purchase of all or any such services from Contractor.
32. Claims. Any claim by Contractor against City hereunder shall be subject to Government Code §§ 800 et seq. The claims presentation provisions of said Act are hereby modified such that the presentation of all claims hereunder to the City shall be waived if not made within six months after accrual of the cause of action.
33. Interpretation. This Contract shall be interpreted as if drafted by both parties.
34. Warranty. In the event that any product shall be provided to the City as part of this Contract, Contractor warrants as follows: Contractor possesses good title to the product and the right to transfer the product to City; the product shall be delivered to the City free from any security interest or other lien; the product meets any specifications contained herein; the product shall be free from material defects in materials and workmanship under normal use for a period of one (1) year from the date of delivery; and the product shall be fit for its intended purpose(s). Notwithstanding the foregoing, consumable and maintenance items (such as light bulbs and batteries) shall be warranted for a period of one hundred and eighty (180) days from the date of delivery. All repairs during the warranty period shall be promptly performed by Contractor, at Contractor's expense, including shipping.
35. Severability. In the event that any of the provisions or portions or applications thereof of this Contract are held to be unenforceable or invalid by any court of competent jurisdiction, City and Contractor shall negotiate an equitable adjustment in the provisions of the Contract with a view 4438
General Conditions/EJ/TE 01-19-11 12 of 13
toward effecting the purpose of this Contract, and the validity and enforceability of the remaining provisions or portions or applications thereof, shall not be affected thereby.
36. Authority. City warrants and represents that the signatory hereto (the Mayor of the City of Richmond or the City Manager) is duly authorized to enter into and execute this Contract on behalf of City. The party signing on behalf of Contractor warrants and represents that he or she is duly authorized to enter into and execute this Contract on behalf of Contractor, and shall be personally liable to City if he or she is not duly authorized to enter into and execute this Contract on behalf of Contractor.
37. Waiver. The waiver by City of any breach of any term or provision of this Contract shall not be construed as a waiver of any subsequent breach.
Inspections or approvals, or statements by any officer, agent or employee of the City relating to the Contractor’s performance, or payments therefore, or any combination of these acts, shall not relieve the Contractor’s obligation to fulfill this Contract as prescribed; nor shall the City be thereby stopped from bringing any action for damages or enforcement arising from any failure to comply with any of the terms and conditions of this Contract.
38. Possessory Interest. If this Contract results in the Contractor having possession of, claim to or right to the possession of land or improvements, but does not vest ownership of the land or improvements in the same person, or if this Contract results in the placement of taxable improvements on tax exempt land (Revenue and Taxation Code 107), such interest or improvements may represent a possessory interest subject to property tax, and Contractor may be subject to the payment of property taxes levied on such interest.
39. Performance and Final Acceptance.
Contractor represents that it is experienced, qualified, registered, licensed, equipped, organized and financed to perform the services under this Contract.
Contractor shall perform the services under this Contract with that degree of skill and judgment normally exercised by professional firms performing services of a similar nature in the State of California, and shall be responsible for the professional quality, technical accuracy and coordination of the services it performs under this Contract. In addition to the other rights and remedies which City may have, Contractor shall, at its own expense, correct any services which fail to meet the above standard. 4439
General Conditions/EJ/TE 01-19-11 13 of 13
City shall provide Contractor an opportunity to cure errors and omission which may be disclosed during the review of submittals, with no increase in the authorized Contract Payment Limit. Should Contractor fail to make necessary corrections in a timely manner, such corrections shall be made by the City and the cost thereof shall be charged to Contractor.
If warranted, City shall determine, and Contractor may request such determination, that Contractor has satisfactorily completed performance of this Contract. Upon such determination, City shall issue to Contractor a written Notice of Final Acceptance, after which Contractor shall not incur further costs under this Contract. Contractor shall respond to such Notice of Final Acceptance by executing and submitting to City a Release and Certificate of Final Payment.
40. Survival. The rights and obligations of the parties which by their nature survive termination or completion of the services covered by this Contract shall remain in full force and effect after termination or completion. 4440
For the Contract between the City of
Richmond and
EXHIBIT E
SPECIAL CONDITIONS
The General Conditions are hereby amended to include the following modifications and/or provisions (if applicable):
The Gumshoe Group
The following clause is hereby added to comply with the Sanctuary City Contracting Ordinance (SCCO):
The Richmond Sanctuary City Contracting Ordinance No. 12-18 prohibits the City from granting and or retaining contracts with any person or entity that provides Data Broker or Extreme Vetting services to the U.S. Immigration and Customs Enforcement Division of the United States Department of Homeland Security (“ICE”). Contractor must submit the Sanctuary City Compliance Statement, attached hereto, prior to the execution of this Agreement. 4441
For the Contract between the City of
Richmond and
EXHIBIT F
INSURANCE PROVISIONS
During the entire term of this Contract and any extension or modification thereof, the CONTRACTOR shall keep in effect insurance policies meeting the insurance requirements specified in the insurance provisions which are attached hereto and incorporated herein by this reference.
The Gumshoe Group
4442
___ Exhibit F
___ Section 8
City of Richmond - Insurance Requirements – Type 1:
Consultants and Contractors
Type 1 – Page 1 of 4
Revised: September 2011
In all instances where a CONTRACTOR or its representatives will be conducting business and/or providing services, the City requires the following MINIMUM insurance requirements and limits.
CONTRACTOR shall procure and maintain for the duration of the contract, agreement, or other order for work, services or supplies, insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder and the results of that work by the CONTRACTOR, its agents, representatives, employees or subcontractors. Maintenance of proper insurance coverage is a material element of the contract. Failure to maintain or renew coverage or to provide evidence of renewal may be treated by the City as a material breach of contract.
CONTRACTOR agrees that in the event of loss due to any of the perils for which it has agreed to provide Commercial General Liability insurance, CONTRACTOR shall look solely to its insurance for recovery. CONTRACTOR hereby grants to CITY, on behalf of any insurer providing Commercial General Liability insurance to either CONTRACTOR or CITY with respect to the services of CONSULTANT herein, a waiver of any right to subrogation which any such insurer of said CONTRACTOR may acquire against the CITY by virtue of the payment of any loss under such insurance.
Original, signed certificates and original, separate policy endorsements, naming the City as an additional insured for general liability, as well as a waiver of subrogation for Workers’ Compensation insurance, shall be received and approved by the City before any work may begin. However, failure to do so shall not operate as a waiver of these insurance requirements.
City reserves the right to modify or require additional coverages for specific risk exposures depending on scope of CONTRACTORS work.
Minimum coverage is detailed below. The policy limits of coverage shall be made available to the full limits of the policy.
The minimum limits stated herein shall not serve to reduce the policy limits of coverage of CONTRACTOR.
Minimum Scope of Insurance – the following forms shall be provided and coverage shall be at least as broad as the following:
1. Insurance Services Office Commercial General Liability coverage (ISO Occurrence Form CG 0001) including coverage for bodily and personal injury, property damage, and products and completed operations.
2. Insurance Services Office Automobile Liability coverage (ISO Form CA 0001, Code 1, Any Auto)
3. Original and Separate Additional Insured Endorsements for General Liability (ISO Form CG 20 10 11/85 or its equivalent) with primary and non-contributory language.
4. Workers’ Compensation Insurance as required by the State of California including Employer’s Liability coverage.
5. Original and Separate Waiver of Subrogation for Workers’ Compensation and Builder’s Risk/ Course of Construction Insurance.
6. Builder’s Risk/Course of Construction insurance covering all risks of loss less policy exclusions when the City of Richmond has a financial interest in the property. – (Only required for Construction Contracts involving property)
7. Contractor’s Pollution Liability (if applicable for Construction Contractors) Required Coverage Minimum Limits
Workers’ Compensation and
Employers’ Liability
Statutory limits as required by the State of California including $1 million Employers’ Liability per accident, per employee for bodily injury or disease.
If CONTRACTOR is self-insured, provide a certificate of Permission to SelfInsure, signed by the California Department of Industrial Relations and SelfInsurance. If contractor is a sole proprietor (has no employees) than contractor must sign “Contractor Release of Liability” found at:
http://www.ci.richmond.ca.us/index.aspx?nid=61.
4443
___ Exhibit F
___ Section 8
City of Richmond - Insurance Requirements – Type 1:
Consultants and Contractors
Type 1 – Page 2 of 4
Revised: September 2011
PROJECT COST REQUIRED LIMIT
$0 - $5 million $2 million p/o
$5 million - $10 million $5 million p/o
Over $10 million $10 million p/o
Fireworks $5 million p/o
General Liability
(primary and excess limits
combined)
Includes coverage for bodily injury, personal injury, property damage and products and completed operations. The policy shall not exclude coverage for XCU perils (explosion, collapse, or damage to underground property).
If the policy includes a general aggregate, either the general aggregate shall apply separately to this project, service or location or the minimum required aggregate limit shall be twice the per occurrence limit ($4 million aggregate limit).
Policy shall be endorsed to name the City of Richmond as an additional insured per the conditions detailed below.
Automobile Liability $1,000,000 per occurrence for bodily injury and property damage.
Builders’ Risk/Course of
Construction – Covers property
under construction, repair or
renovation as well as equipment
and materials to be installed.
(Only required for Construction
Projects involving property and
equipment installation.)
Coverage shall include all risks of direct physical loss, excluding earthquake, for an amount equal to the full completed value of the covered structure or replacement value of alterations or additions, including soft costs and business interruption.
If the project does not involve new or major reconstruction, an Installation Floater may be acceptable. For such projects, a property installation floater shall be obtained that provides for the improvement, remodel, modification, alteration, conversion or adjustment to existing buildings, structures, processes, machinery and equipment. The Property Installation Floater shall provide property damage coverage for any building, structure, machinery or equipment damaged, impaired, broken or destroyed during the performance of the Work, including during transit, installation and testing at the City of Richmond’s site.
The City of Richmond shall be named as loss payee as its interest may appear. The insurer shall waive all rights of subrogation against City.
Contractor’s Pollution Liability (if
applicable)
Protects against:
unexpected/unintended release of
pollution resulting from contractors
covered operations such as:
HVAC, paving, carpentry, pipeline
& tank installation, drillers,
remediation contractors,
maintenance, mechanical,
demolition, excavation, grading,
street/road construction,
residential & commercial builders.
Same limits as General Liability.
Required Policy Conditions
A. M. Best Rating A:VII or Better. If the A.M. Best Rating falls below the required rating, CONTRACTOR must replace coverage immediately and provide notice to City.
Additional Insured Endorsement Applicable to General Liability Coverage.
The City of Richmond, its officers, officials, employees, agents and volunteers are to be named as additional insureds for all liability arising out of the operations by or on behalf of the named insured, including but not limited to bodily injury, deaths and property damage or destruction arising in any respect directly or indirectly in the performance of this contract.
ISO form CG 20 10 (11/85) or its equivalent is required. The endorsement must not exclude products and completed operations coverage. If it does, then CG 20 37 (10/01) is also required. 4444
___ Exhibit F
___ Section 8
City of Richmond - Insurance Requirements – Type 1:
Consultants and Contractors
Type 1 – Page 3 of 4
Revised: September 2011
Additional Insured Endorsement
(continued)
SAMPLE Endorsements can be found at
http://www.ci.richmond.ca.us/index.aspx?nid=61
Primary and Noncontributory The contractor’s insurance coverage must be primary coverage as it pertains to the City, its officers, officials, employees, agents and volunteers. Any insurance or self insurance maintained by the City is wholly separate from the insurance of the contractor and in no way relieves the contractor from its responsibility to provide insurance.
Waiver of Subrogation
Endorsement Form
Contractor’s insurer will provide a Waiver of Subrogation in favor of the City for Workers Compensation and Builder’s Risk/ Course of Construction coverage during the life of this contract.
SAMPLE Endorsements can be found at
http://www.ci.richmond.ca.us/index.aspx?nid=61
Deductibles and Self-Insured
Retentions
Any deductible or self-insured retention must be declared to and approved by the City. At the option of the City either the insurer shall reduce or eliminate such deductibles or self-insured retention as respects the City or the CONTRACTOR shall procure a financial guarantee in an amount equal to the deductible or self-insured retention guaranteeing payment of losses and related investigations, claims administration and defense expenses.
Contractor is responsible for satisfaction of the deductible and/or self-insured retention for each loss.
Loss Payable Endorsement (only
required when Builder’s Risk
and/or Course of Construction
Insurance is required.)
Applicable to Builder’s Risk/Course of Construction naming the City of Richmond as Loss Payee.
SURETY BONDS
(If a Public Works/Engineering
Project)
The Contractor shall provide:
1. A Bid bond
2. A Performance Bond
3. A Payment Bond
Umbrella/Excess Liability Policies
If an Umbrella or Excess Liability Policy is used to meet the liability limits, coverage shall be as broad as specified for underlying coverages and cover those insured in the underlying policies.
Claims-Made Policies
If any insurance policy is written on a claims-made form: 1) the retroactive date must be shown, and must be before the date of the contract or the beginning of contract work. 2) Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work. 3) If coverage is canceled or nonrenewed, and not replaced with another claims-made policy form with a retroactive date prior to the contract effective date, the Contractor must purchase an extended period coverage for a minimum of five (5) years after completion of contract work.
Subcontractors
CONTRACTOR shall include all subcontractors as insured under its policies or shall furnish to the City for review and approval, separate certificates and endorsements for each subcontractor. All coverage for subcontractors shall be subject to all of the requirements stated herein.
CONTRACTOR agrees to defend and indemnify the City of Richmond for any damage resulting to it from failure of either CONTRACTOR or any subcontractor to take out or maintain the required insurance policies. The fact that insurance is obtained by CONTRACTOR, and/or CONTRACTOR’s subcontractors, will not be deemed to release or diminish the liability of CONTRACTOR, including, without limitation, liability under the indemnity provisions of this contract. Damages recoverable by CITY from CONTRACTOR or any third party will not be limited by the amount of the required insurance coverage.
4445
___ Exhibit F
___ Section 8
City of Richmond - Insurance Requirements – Type 1:
Consultants and Contractors
Type 1 – Page 4 of 4
Revised: September 2011
Verification of Coverage
All original certificates and endorsements shall be received and approved by the City before work may begin. The City of Richmond reserves the right to require complete, certified copies of all required insurance policies including endorsements affecting the coverage at any time.
Original insurance certificates and required policy endorsements shall be mailed, or delivered to the Designated Project Manager for the City of Richmond.
Insurance certificates and endorsements may be faxed to the Designated Project Manager. However, Contractor must mail the original certificates and endorsements to Designated Project Manager once faxed.
Continuous Coverage
CONTRACTOR shall maintain the required insurance for the life of the contract. Should the CONTRACTOR cease to have insurance as required during this time, all work by the CONTRACTOR pursuant to this agreement shall cease until insurance acceptable to the City is provided. In the event that CONTRACTOR fails to comply with the City’s insurance requirements, the City may take such action as it deems necessary to protect the City’s interests. Such action may include but is not limited to termination of the contract, withholding of payments, or other actions as the City deems appropriate.
If services or the scope of work extend beyond the expiration dates of the required insurance policies initially approved by the City, CONTRACTOR must provide updated certificates and endorsements indicating that the required coverage, terms and conditions are still in place. Renewal certificates and updated endorsements shall be mailed to the Designated Project Manager.
Cancellation
CONTRACTOR shall ensure that coverage shall not be cancelled, reduced or otherwise materially changed except after thirty (30) days’ prior written notice has been given to the City.
Reporting Requirements
Any failure to comply with reporting or other provisions of the policies including breaches of warranties shall not affect coverage provided to the City, its officers, officials, employees or volunteers.
Consistent with Public Policy
The insuring provisions, insofar as they may be judged to be against public policy shall be void and unenforceable only to the minimum extent necessary so that the remaining terms and provisions herein may be consistent with public policy and thus enforceable.
4446
CITY OF RICHMOND
Sanctuary City Compliance
Statement
The undersigned, an authorized agent of (hereafter
"Contractor"), has had an opportunity to review the requirements of City of Richmond Ordinance 12-18 (hereafter "Sanctuary City Contracting Ordinance" or “SCCO”). Contractor understands and agrees that the City may choose with whom it will maintain businessrelations and may refrain from contracting with any person or entity that provides Data Broker or Extreme Vetting services to the U.S.
Immigration and Customs Enforcement Division of the United States Department of Homeland Security (“ICE”).
Contractor understandsthe meaning of the following terms used in the SCCO:
a. "Data Broker” means either of the following:
i. The collection of information, including personal information about consumers, from a wide variety of sources for the purposes of reselling such information to their customers, which include both private-sector business and government agencies;
ii. The aggregation of data that was collected for another purpose from that for which it is ultimately used.
b. “Extreme Vetting” means data mining, threat modeling, predictive risk analysis, or other similar services."
Contractor understandsthat it is not eligible to receive or retain a City contract if at the time the Contract is executed, or at any time during the term of the Contract, it provides Data Broker or Extreme Vetting servicesto ICE.
Contractor further understands and agrees that Contractor'sfailure to comply with the SCCO shall constitute a material default of the Contract and the City Manager may terminate the Contract and bar Contractor from bidding on future contracts with the City for five (5) years from the effective date of the contract termination.
By executing this Statement, Contractor certifies that it complies with the requirements of the SCCO and that if at any time during the term of the Contract it ceases to comply, Contractor will promptly notify the City Manager in writing. Any person or entity who knowingly or willingly supplies false information in violation of the SCCO shall be guilty of a misdemeanor and subject to a $1,000 fine.
Based on the foregoing, the undersigned declares under penalty of perjury under the laws of the State of California that the foregoing is true and correct. Executed this day of ______ ____ , 20__ , at , California.
Printed Name: Title:
Signed: Date:
Business Entity:
4447 Vendor SCCO Compliance Statement (Augt2020)
The Gumshoe Group
PRIVATE INVESTIGATIONS
Specializing in Pre-Employment Backgrounds
CA BSIS License # 188721
1 The Gumshoe Group
PRIVATE INVESTIGATIONS Voice / Fax
(800) 669-7336
333 Sunset Ave., Ste 130
Suisun City, CA 94585
www.TheGumshoeGroup.com
September 13, 2023
City of Richmond Fire Department
Attn: Sharrone Taylor
Re: Pre-Employment Background Investigations
Greetings,
The Gumshoe Group is pleased to offer a proposal to conduct services relating to the Pre-Employment Background screening of your future employees. The Gumshoe Group is a full-service investigations agency licensed (#188721), bonded, and insured in the State of California. All our investigations are conducted with utmost confidentiality, integrity, and professionalism.
The Gumshoe Group is a team of experienced, professional, and resourceful investigators with all the latest tools to get the job done in an effective and timely manner. All our Investigators are comprised of active and retired public safety professionals with exceptional records and extensive investigative experience. All our investigations are conducted by industry professionals with the client’s specific needs in mind, paying close attention to detail and ensuring accuracy and reliability.
The Gumshoe Group is committed to assisting the City of Richmond to identify and hire the most qualified personnel for your organization by conducting timely, in-depth, and complete background investigations. Our experience allows us to recognize desirable characteristics that are sought after in a public sector employee.
Not all Private Investigation Agencies are equal, here is how The Gumshoe Group stands out:
Experience – We have an extensive investigative team, all experienced in conducting investigations. Expanded Services – We can perform these services at no extra charge if the agency requires:
Conduct LiveScan Run DMV Driving Records
Notarize Documents Run EDD Work History Report
Run Credit Reports Digital / Passport Style Photo
Pre-Employment Background Summary:
All background investigations performed by The Gumshoe Group meet and/or exceed the standards as outlined by California P.O.S.T. All our background investigations comply with Peace Officer Background (Regulation 1953) or Public Safety Dispatcher / Non-Sworn (Regulation 1959). We investigate your applicant’s past behavior and the extent to which that behavior demonstrates positive traits that support their candidacy for Public Safety work.
4448
The Gumshoe Group
PRIVATE INVESTIGATIONS
Specializing in Pre-Employment Backgrounds
CA BSIS License # 188721
2 Highly qualified candidates frequently take the first job offer they receive. Our team can help your agency be the first to make that offer with our timely background process. The average file is completed within 30 days from the background interview which is normally scheduled within 10 days depending on candidates’ availability and submission of the initial documents.
Scope of Service(s):
Peace Officer Background Investigation following CA POST Regulations (11 CCR § 1953) Non-Peace Officer Background Investigations following CA POST Regulations (11 CCR § 1959) CVSA (Computer Voice Stress Analysis) if required/requested is conducted by NITV Certified Examiners. Background Services include (if required); LiveScan, Initial Waivers, Notary Public, Digital Photo, DMV Driving Records, Credit Report, and EDD Employment records.
Deliverables:
Upon completion of the investigation, the agency will be provided with a detailed written investigation report referred to as the Executive Summary that reviews the candidate’s qualifications and attributes relative to POST background guidelines and dimensions. The investigative file will include a complete file to include an investigative report with all supporting documents following the guidelines as outlined in POST Regulations. 4449
The Gumshoe Group
PRIVATE INVESTIGATIONS
Specializing in Pre-Employment Backgrounds
CA BSIS License # 188721
3 Background investigations are conducted using the minimum selection standards outlined by POST regulations.
Agencies can establish more rigorous selection criteria. Our services can be customized to your agency’s needs or include any modified standards.
Individual Services
Cost Service
$2000 / EA Pre-Employment Background Investigation (Fireman/Paramedic) $95 / Hour Any additional background related services requested not already identified $400 / EA CVSA – Computer Voice Stress Analysis
Included with
Background
If required, or not
provided by the
agency:
Completion of all Waivers (Cost of Notary Included)
Passport quality digital photo
DMV Driving Record
Employment Credit Report (TransUnion, Experian, or Equifax) EDD Employment Records
LiveScan (Includes Rolling Fee) DOJ/FBI Fee paid by the agency. +25% of BG Expedited Service
At times, background investigations may require travel out of the service area to conduct reference checks, neighborhood checks, employment checks, or another associated investigation. When this occurs, the contracting agency will be contacted for travel approval or alternative methods to accomplish the investigation.
Out of Area Travel Service Rates*
Cost Service (Out of Area Service Fees)
$0.585/Mile Mileage Reimbursement Rate
$95 / Hour Hourly Background Investigator Rate
Cost x1.1 Air Travel, Car Rental, Hotel, etc.
Cost x1.1 Daily Per Diem as outline by GSA
https://www.gsa.gov/travel/plan-book/per-diem-rates
*Locations beyond 75 miles of the contracting agency will be charged mileage, hourly, and other travel expenses. All travel requires pre-approval from the contracting agency.
Billing and Payment Terms: Payments for services shall be billed upon completion of the assignment. The client shall pay all undisputed amounts within thirty (30) days of the date of the invoice for Services. We will endeavor to limit the number of billings each month based on the volume of assignments.
Prorated terms: Services partially completed shall be prorated. A background service shall be considered completed once 50% or more of the work is complete, the background interview has occurred, or we have been actively working on the file for 15 days. Prorated files will be billed at an hourly rate for actual hours incurred, at no time will the hourly prorated amount exceed the flat-rate pricing. 450 CA Labor Code: If any expense occurs by services provided relating to 450 of the labor code, said expense shall be billable and reimbursed by the agency.
Rate Increases: The pricing for services is subject to increase at any time. Should the price of some or all our services change, the vendor shall provide you with at least thirty (30) days advance written notice specifying the amount of the price increase.
4450
The Gumshoe Group
PRIVATE INVESTIGATIONS
Specializing in Pre-Employment Backgrounds
CA BSIS License # 188721
4 Summary:
The Gumshoe Group is committed to assisting the City of Richmond to identify and hire the most qualified personnel for your organization by conducting timely, in-depth, and complete background investigations. Our experience allows us to recognize desirable characteristics that are sought after in a public sector employee.
We appreciate being considered for your background investigations team, and we look forward to working with you.
Sincerely,
Ken Kramer
Ken Kramer, QM/Private Investigator
The Gumshoe Group
4451
October 3, 2023
Human Resources
DATE: October 3, 2023
TO: Mayor Martinez and Members of the City Council
FROM: Nickie Mastay, Deputy City Manager, Internal Services Sharrone Taylor, Interim Director of Human Resources
Subject: Amend Staffing (Position Control) and the Salary Schedule, and Appropriate Funds as Required
FINANCIAL IMPACT: The Rent Board approved the budget for the addition of two Office Assistant I/II positions on June 12, 2023, and the funding is in the current budget. Adding the Paralegal classification to the salary schedule has no immediate
fiscal impact. .
PREVIOUS COUNCIL
ACTION:
None
STATEMENT OF THE
ISSUE:
The City Council’s authorization is required to amend
staffing (position control) and the salary schedule and appropriate funds.
RECOMMENDED ACTION: ADOPT resolutions amending the salary schedule to add the Paralegal classification for the City Attorney’s Office and amending staffing (position control) for the Rent
Program– Human Resources Department (Nickie
Mastay/ Sharrone Taylor 510-620-6602).
DISCUSSION:
PARALEGAL CLASSIFICATION
AGENDA
REPORT
4452
October 3, 2023
The Human Resources (HR) Department has been working with the City Attorney's Office regarding their staffing needs. The department needs a Paralegal, a job classification that does not currently exist. HR has worked with City Attorney's Office staff to develop a job specification for the Paralegal classification, and the Personnel Board approved the classification on May 25, 2023.
This classification will be represented by General Employees Bargaining Unit Service Employees International Union (SEIU), Local 1021, and they are in agreement with establishing the classification and adopting the salary range.
Human Resources is requesting an amendment to the salary schedule to add the newly established classification of Paralegal and adopt the salary range.
RENT PROGRAM
Office Assistant I/II – 2 positions
The Rent Board approved the budget for the addition of two Office Assistant I/II positions for the Rent Program on June 12, 2023. The approved positions were not included in the position control document approved with the City budget on June 20, 2023. Therefore, these two approved positions must be added to position control by City Council action, which will document the administrative record and permit the Finance Department to effectuate the modification to position control.
The Human Resources Department proposes revisions to the Rent Program’s position control to add the above-referenced positions. The costs of the additional positions are approved by the Rent Board and covered by the current budget.
FISCAL IMPACT:
The Rent Program approved the budget for two Office Assistants I/II on June 12, 2023, and the funding is in the current budget. Therefore, there is no new fiscal impact.
SUMMARY:
To summarize, the salary schedule will be amended to add the classification of Paralegal as follows, effective October 3, 2023:
Accordingly, the attached resolution will modify position control in the following manner:
SALARY SCHEDULE AMENDMENTS
New Classifications New Monthly Salary Range
Job Title Range Step 1 or
Min.
Step 2 Step 3 Step 4 Step 5 or
Max
Bargaining
Group
Paralegal 107G 6,956.04 7,303.84 7,669.04 8,052.48 8,455.10 SEIU Local 1021
4453
October 3, 2023
Position Control
Classification Department Unit
Office Assistant I/II Rent Program SEIU Local 1021 – General Employees Office Assistant I/II Rent Program SEIU Local 1021 – General Employees City Council approval is required to amend the publicly available salary schedule, position control, and appropriation of funds. City staff recommend approval of the resolution amending the salary schedule to add the classification of Paralegal and the amendment of position control of the Rent Program.
DOCUMENTS ATTACHED:
Attachment 1 – Resolution Amending Position Control
Attachment 2 – Resolution Amending Salary Schedule
4454
RESOLUTION NO. _____
RESOLUTION OF THE COUNCIL OF THE CITY OF RICHMOND, CALIFORNIA AMENDING THE CITY’S POSITION CONTROL LIST
WHEREAS, pursuant to Article IV Section 1(b)(1) of the City Charter, the City Manager has the responsibility to manage all affairs of the City's operations, and appoint employees when necessary for the good service of the City; and WHEREAS, pursuant to City Resolution No. 148-20, the City Manager has the authority to make appropriate administrative changes to the City’s position control list; and WHEREAS, the City Manager has determined that certain amendments to the position control list are necessary to meet the operational needs of the City.
NOW, THEREFORE, BE IT RESOLVED, that the Richmond City Council authorizes the City Manager to modify the position control in order to meet the operational needs of the City; and
BE IT FURTHER RESOLVED, that, effective October 3, 2023, the City’s position control is hereby revised to add the following positions:
Classification Department Unit
Office Assistant I/II Rent Control Department SEIU Local 1021 – General Employees
Office Assistant I/II Rent Control Department SEIU Local 1021 – General Employees
-----------
I hereby certify that the foregoing Resolution was passed and adopted by the Council of the City of Richmond at a regular meeting thereof held by the following vote:
AYES:
NOES:
ABSTENTIONS:
ABSENT:
_____________________________
CLERK OF THE CITY OF RICHMOND
4455
(SEAL)
Approved:
____________________
Mayor
Approved as to form:
____________________
City Attorney
4456
RESOLUTION NO. _____
RESOLUTION OF THE COUNCIL OF THE CITY OF RICHMOND, CALIFORNIA
AMENDING THE SALARY SCHEDULE
WHEREAS the Department of Human Resources maintains the classification and salary schedule on behalf of the City; and
WHEREAS the City wishes to amend the salary schedule and such amendments are supported by the City Manager.
NOW THEREFORE, BE IT RESOLVED, that effective October 3, 2023, the Salary Schedule is hereby revised as follows and the Director of Human Resources shall publicly post the revised Salary Schedule.
Job Classification Range Step 1 or
Min.
Step 2 Step 3 Step 4 Step 5 or
Max.
FLSA Unit
TBD Paralegal 107G $6,946.04 $7,303.84 $7,669.04 $8,052.48 $8,455.10 NonExemptSEIU Local
1021 -
General
Employees
-----------
I hereby certify that the foregoing Resolution was passed and adopted by the Council of the City of Richmond at a regular meeting thereof held by the following vote:
AYES:
NOES:
ABSTENTIONS:
ABSENT:
_____________________________
CLERK OF THE CITY OF RICHMOND
(SEAL)
Approved:
4457
____________________
Mayor
Approved as to form:
____________________
City Attorney
4458
October 3, 2023
Library and Community Services
DATE: October 3, 2023
TO: Mayor Martinez and Members of the City Council
FROM: LaShonda White, Deputy City Manager, Community
Services
Ranjana Maharaj, Deputy Director for Community
Services-Recreation
Subject: Request to Attend the National Recreation and Parks Association Conference in Dallas, Texas
FINANCIAL IMPACT: No financial impact on the general fund. Travel expenses are paid by the National Recreation and Parks
Association grant funds. The funding is currently in the account number: 10651051-400201-5G11
PREVIOUS COUNCIL
ACTION:
The City Council adopted Resolution 92-17 banning
travel to states that have enacted laws that discriminate against the LGBTIQQ community.
STATEMENT OF THE
ISSUE:
Approval by City Council is needed to authorize travel to Dallas, Texas as it is listed within Resolution 92-17 as one of the states that has enacted laws that discriminate against the LGBTIQQ community. An exception may
apply to allow travel to participate in training required by a grant.
RECOMMENDED ACTION: APPROVE travel requests for Ranjana Maharaj, Deputy Director for Community Services-Recreation; Tetteh
Kisseh, Recreation Supervisor; Jene Levine-Snipes,
Development Project Manager, and Hope Lattell, Finance
Manager, to attend the National Recreation and Parks
Association conference in Dallas, Texas from October 9
to October 12, 2023 – (LaShonda White 510-620-
6828/Ranjana Maharaj 510-620-6972). This item was
continued from the September 19, 2023, meeting.
AGENDA
REPORT
4459
October 3, 2023
DISCUSSION:
In 2022, Community Services-Recreation applied for and received grant funds in the amount of $90,000 from the National Recreation and Parks Association (NRPA) for the implementation of the project, Parks as Community Wellness Hubs programs. In accordance with the National Recreation and Parks Association grant requirement listed on page 2 D. of the Memorandum of Understanding executed between the National Recreation and Parks Association and the City of Richmond, City staff are required to attend one virtual and one in-person training in July/August of 2022 and October of 2023. City staff have been meeting virtually with the National Recreation and Parks Association grantors on a regular basis and have met the requirement for the virtual meeting. City staff are now seeking approval to attend the in-person conference and meeting in October 2023 to comply with the requirement to attend the in-person meeting.
The 2023 National Recreation and Parks Association Conference will be held in Dallas, Texas from October 9 through October 12 of this year. The National Recreation and Parks Association Conference will give City staff a unique opportunity to network with industry peers from across the country to exchange ideas, insights, best practices, and solutions to incorporate into the City of Richmond’s recreational programs.
Additional benefits of attending this educational event include:
Hundreds of educational and training sessions on recreation programs Networking opportunities with professional peers in similar roles across the country
Opportunities to seek grant fund information and application process, Continuing Professional Education (CPE) credits
Collaborating with NRPA to conduct community needs assessment and community engagement activities
Engaging in training and technical assistance opportunities Learning to promote and advance health equity strategies in recreation and parks through systems change approaches.
Resolution No 92-17, “Resolution Supporting the Lesbian, Gay, Bisexual, Transgender, Intersex Queer and Questioning (LGBTIQQ) Community and Establishing a Policy to Prevent City-Funded Travel to States with Laws Discriminating on the Basis of Sexual Orientation, Gender Identity or Gender Expression” generally prohibits City staff from travelling to a state that discriminates against is requesting approval of this travel by the City Council since there is a ban on traveling to states that discriminate against the 4460
October 3, 2023
LGBTIQQ community. The State of Texas is identified within the Resolution as one of the states subject to the policy.
Resolution 92-17 contains several exceptions to the policy. An exception to the policy applies if travel to a subject state is required for the following purpose:
“To participate in meetings or trainings required by a grant or required to maintain grant funding.”
City staff contend that the in-person training in October of 2023 is required under the grant. As part of the approval process to travel to the symposium, the City Manager will have to sign Travel Request Forms upon approval by the City Council. City staff would like the City Council to consider the above-mentioned exception and approve the staff’s request to travel to Texas to attend this conference and meeting.
DOCUMENTS ATTACHED:
Attachment 1 – Resolution No. 92-17
Attachment 2 – MOU between NRPA and City of Richmond
Attachment 3 – Request for Travel and Conference information 4461
Reso. No. 92-17
RESOLUTION NO. 92-17
RESOLUTION SUPPORTING THE LESBIAN, GAY, BISEXUAL, TRANSGENDER,
INTERSEX, QUEER AND QUESTIONING (LGBTIQQ) COMMUNITY AND
ESTABLISHING A POLICY TO PREVENT CITY-FUNDED TRAVEL TO STATES
WITH LAWS DISCRIMINATING ON THE BASIS OF SEXUAL ORIENTATION,
GENDER IDENTITY OR GENDER EXPRESSION
WHEREAS, the State of California is committed to protecting civil rights, preventing discrimination, and taking action to avoid supporting or financing discrimination against lesbian, gay, bisexual and transgender people; and
WHEREAS, the City of Richmond has resolved to be a leading community in the protection of civil rights and preventing discrimination; and WHEREAS, Richmond Rainbow Pride is the first and only LGBTQ community organization in the City of Richmond, comprised of lesbian, gay, bisexual, transgender, intersex, queer and questioning (LGBTIQQ) individuals and allies who live, work and gather in the Richmond community, coming together for the collective benefit of their fellow LGBTIQQ community members; and
WHEREAS, Richmond Rainbow Pride seeks to advocate for local policy change to preserve and protect the rights of the LGBTIQQ community within the city of Richmond; and WHEREAS, in direct response to the landmark Supreme Court’s decision in Obergefell v. Hodges in which the Court ruled that the fundamental right to marry is guaranteed to same-sex couples, there are bills passed and pending in state legislatures across the country that are designed to allow discrimination against LGBTIQQ people in many aspects of their lives; and WHEREAS, there continue to be states that enact laws to void or repeal protections against discrimination on the basis of sexual orientation, gender identity, or gender expression, or that authorizes or require discrimination against same-sex couples or their families; and WHEREAS, Assembly Bill No. 1887 “State government: discrimination: travel” sponsored by California Assembly Member Low was lawfully passed in both houses of the legislature and chaptered in September of 2016 after being signed by Governor Brown; and WHEREAS, According to the California Department of Justice, Assembly Bill No. 1887 prohibits a state agency, department, board, or commission from requiring any state employees, officers, or members to travel to another state that, after June 26, 2015, has enacted a law that eliminates protections against discrimination on the basis of sexual orientation, gender identity, or gender expression; and
WHEREAS, the City of Richmond should commit to a similar policy in order to continue to show commitment to antidiscrimination and represent the values of equity and acceptance.
NOW, THEREFORE BE IT RESOLVED, that the Richmond City Council stands in solidarity and support of the LGBTIQQ community in Richmond and across the country, and against the institutionalization of discriminatory laws across the country; and BE IT FURTHER RESOLVED that the Richmond City Council supports the policies of the state of California established in Assembly Bill No. 1887 “State government:
discrimination: travel.”; and
BE IT FURTHER RESOLVED that the City of Richmond, in concurrence with California Government Code § 11139.8, hereby adopts the following policy prohibiting any city agency, department, board, or commission from requiring any city employees, officers, or members to travel to a state that, after June 26, 2015, has enacted a law that:
(1) has the effect of voiding or repealing existing state or local protections against discrimination on the basis of sexual orientation, gender identity, or gender expression; or 4462
4463
4464
4465
4466
4467
4468
4469
4470
4471
3230 MACDONALD AVENUE, RICHMOND, CALIFORNIA 94804 Phone: (510) 620-6793 Fax: (510) 620-6583 Memo
COMMUNITY SERVICES DEPARTMENT
RECREATION AND NEIGHBORHOOD SERVICES DIVISION
TO: Shasa Curl, City Manager
THRU: LaShonda White, Deputy City Manager
FROM: Ranjana Maharaj, Deputy Director for Community Services-Recreation SUBJECT: Request for Out of State Travel to Texas
DATE: September 2, 2023
For your review and approval, please see the requests for out of state travel for staff to attend the National Recreation and Parks Association conference to be held on October 9 through October 12, 2023, in Dallas, Texas. We are seeking approval for the below mentioned staff to attend this conference:
Ranjana Maharaj
Tetteh Kisseh
Jene Levine-Snipes
Hope Lattell
In 2022, Community Services-Recreation applied for and received grant funds in the amount of $90,000 from the National Recreation and Parks Association (NRPA) for the implementation of the project, Parks as Community Wellness Hubs programs. In accordance with the National Recreation and Parks Association grant requirement listed on page 2 D. of the Memorandum of Understanding executed between the National Recreation and Parks Association and the City of Richmond, staff are required to attend one virtual and one in-person training in July/August of 2022 and October of 2023. Staff have been meeting virtually with the National Recreation and Parks Association grantors on a regular basis and have met the requirement for the virtual meeting. We are now seeking approval to attend the in-person conference and meeting in October 2023 to comply with the requirement to attend the in-person meeting. Funding for this training for all attendees is provided by the grant.
The National Recreation and Parks Association Conference will give City staff a unique opportunity to network with industry peers from across the country to exchange ideas, insights, best practices, and solutions to incorporate into the City of Richmond’s recreational programs.
Additional benefits of attending this educational event include:
Hundreds of educational and training sessions on recreation programs 4472
2 Networking opportunities with professional peers in similar roles across the country
Opportunities to seek grant fund information and application process Continuing Professional Education (CPE) credits
Collaborating with NRPA to conduct community needs assessment and community engagement activities
Engaging in training and technical assistance opportunities Learning to promote and advance health equity strategies in recreation and parks through systems change approaches
Thank you in advance for your approval for staff to attend this conference. 4473
City of Richmond
Administrative Manual
REQUEST FOR TRAVEL/TRAINING
(Please refer to Travel Expense Policy & Procedure AP 508 and/or Training Policy AP 309) AP 508-2 Rev 11/19/15
__________________
NAME OF EMPLOYEE DATE OF REQUEST
__________________
CURRENT CLASSIFICATION DEPARTMENT
A. PURPOSE OF TRAVEL/TRAINING:
Please attach a copy of the event brochure, informational flyer, or webpage printout DATE(S) FOR EVENT (CONFERENCE, TRAINING, SEMINAR, ETC.): First day: to end date:
If applicable, travel date(s) to: Return: from event.
ANTICIPATED PRODUCTIVITY:
B. ESTIMATED COST: MEALS: REGISTRATION: HOTEL: OTHER:
EXPLAIN OTHER: TRAVEL (AIR/AUTO): GRAND TOTAL:
By signing below, I acknowledge that I fully understand and agree with both Travel Expense Policy and Procedures AP 508 and Training Policy AP 309.
__________________
Employee’s Signature (Board or Commission Member Signature) Date C. APPROVALS:
Approval for travel/training inside California or Nevada:
__________________
Immediate Supervisor Approval (All) Date
_______ __
Department Director Approval (All) Date
__________________
Finance Director Approval (Mayor/City Council only) Date __________________
Mayor Approval (City Manager, City Attorney and/or City Clerk only) Date Approval for travel/training outside of California or Nevada:
__________________
City Manager Approval (All) Date
Approval for travel/training for International Travel
__________________
City Council (All) Date
4474
City of Richmond
Administrative Manual
REQUEST FOR TRAVEL/TRAINING
(Please refer to Travel Expense Policy & Procedure AP 508 and/or Training Policy AP 309) AP 508-2 Rev 11/19/15
__________________
NAME OF EMPLOYEE DATE OF REQUEST
__________________
CURRENT CLASSIFICATION DEPARTMENT
A. PURPOSE OF TRAVEL/TRAINING:
Please attach a copy of the event brochure, informational flyer, or webpage printout DATE(S) FOR EVENT (CONFERENCE, TRAINING, SEMINAR, ETC.): First day: to end date:
If applicable, travel date(s) to: Return: from event.
ANTICIPATED PRODUCTIVITY:
B. ESTIMATED COST: MEALS: REGISTRATION: HOTEL: OTHER:
EXPLAIN OTHER: TRAVEL (AIR/AUTO): GRAND TOTAL:
By signing below, I acknowledge that I fully understand and agree with both Travel Expense Policy and Procedures AP 508 and Training Policy AP 309.
__________________
Employee’s Signature (Board or Commission Member Signature) Date C. APPROVALS:
Approval for travel/training inside California or Nevada:
__________________
Immediate Supervisor Approval (All) Date
_______ __
Department Director Approval (All) Date
__________________
Finance Director Approval (Mayor/City Council only) Date __________________
Mayor Approval (City Manager, City Attorney and/or City Clerk only) Date Approval for travel/training outside of California or Nevada:
__________________
City Manager Approval (All) Date
Approval for travel/training for International Travel
__________________
City Council (All) Date
4475
City of Richmond
Administrative Manual
REQUEST FOR TRAVEL/TRAINING
(Please refer to Travel Expense Policy & Procedure AP 508 and/or Training Policy AP 309) AP 508-2 Rev 11/19/15
__________________
NAME OF EMPLOYEE DATE OF REQUEST
__________________
CURRENT CLASSIFICATION DEPARTMENT
A. PURPOSE OF TRAVEL/TRAINING:
Please attach a copy of the event brochure, informational flyer, or webpage printout DATE(S) FOR EVENT (CONFERENCE, TRAINING, SEMINAR, ETC.): First day: to end date:
If applicable, travel date(s) to: Return: from event.
ANTICIPATED PRODUCTIVITY:
B. ESTIMATED COST: MEALS: REGISTRATION: HOTEL: OTHER:
EXPLAIN OTHER: TRAVEL (AIR/AUTO): GRAND TOTAL:
By signing below, I acknowledge that I fully understand and agree with both Travel Expense Policy and Procedures AP 508 and Training Policy AP 309.
__________________
Employee’s Signature (Board or Commission Member Signature) Date C. APPROVALS:
Approval for travel/training inside California or Nevada:
__________________
Immediate Supervisor Approval (All) Date
_______ __
Department Director Approval (All) Date
__________________
Finance Director Approval (Mayor/City Council only) Date __________________
Mayor Approval (City Manager, City Attorney and/or City Clerk only) Date Approval for travel/training outside of California or Nevada:
__________________
City Manager Approval (All) Date
Approval for travel/training for International Travel
__________________
City Council (All) Date
Jene Levine-Snipes
4476
City of Richmond
Administrative Manual
REQUEST FOR TRAVEL/TRAINING
(Please refer to Travel Expense Policy & Procedure AP 508 and/or Training Policy AP 309) AP 508-2 Rev 11/19/15
__________________
NAME OF EMPLOYEE DATE OF REQUEST
__________________
CURRENT CLASSIFICATION DEPARTMENT
A. PURPOSE OF TRAVEL/TRAINING:
Please attach a copy of the event brochure, informational flyer, or webpage printout DATE(S) FOR EVENT (CONFERENCE, TRAINING, SEMINAR, ETC.): First day: to end date:
If applicable, travel date(s) to: Return: from event.
ANTICIPATED PRODUCTIVITY:
B. ESTIMATED COST: MEALS: REGISTRATION: HOTEL: OTHER:
EXPLAIN OTHER: TRAVEL (AIR/AUTO): GRAND TOTAL:
By signing below, I acknowledge that I fully understand and agree with both Travel Expense Policy and Procedures AP 508 and Training Policy AP 309.
__________________
Employee’s Signature (Board or Commission Member Signature) Date C. APPROVALS:
Approval for travel/training inside California or Nevada:
__________________
Immediate Supervisor Approval (All) Date
_______ __
Department Director Approval (All) Date
__________________
Finance Director Approval (Mayor/City Council only) Date __________________
Mayor Approval (City Manager, City Attorney and/or City Clerk only) Date Approval for travel/training outside of California or Nevada:
__________________
City Manager Approval (All) Date
Approval for travel/training for International Travel
__________________
City Council (All) Date
Hope Lattell
4477
Registration Packages
Select an item and click Next or Submit.
Full Package
3 days of Education Sessions (Tues/Wed/Thurs)
NRPA Opening General Session (Tuesday)
Exhibit Hall Daily Admission (Tues/Wed)
NRPA Opening Reception (Tuesday)
NRPA Day 2 General Session (Wednesday)
Virtual Conference Access
$905.00
Selected
Full Package - Young Professional
3 days of Education Sessions (Tues/Wed/Thurs)
NRPA Opening General Session (Tuesday)
Exhibit Hall Daily Admission (Tues/Wed)
NRPA Opening Reception (Tuesday)
NRPA Day 2 General Session (Wednesday)
Virtual Conference Access
$685.00
Select
Full Package - Retired
3 days of Education Sessions (Tues/Wed/Thurs)
NRPA Opening General Session (Tuesday)
Exhibit Hall Daily Admission (Tues/Wed)
NRPA Opening Reception (Tuesday)
$435.00
Select
Official Housing and Registration Provider
4478
October 3, 2023
Mayor's Office
DATE: October 3, 2023
TO: Mayor Martinez and Members of the City Council
FROM: Eduardo Martinez, Mayor
Subject: Resolution to Rescind Resolution 92-17 which restricted City-sponsored travel to certain states.
FINANCIAL IMPACT: Click or tap here to enter text.
PREVIOUS COUNCIL
ACTION:
July 18, 2017
STATEMENT OF THE
ISSUE:
In 2017, the City of Richmond adopted Resolution 92-17, which restricted funding for travel by City officials to states identified by the California Attorney General under the authority of Government Code section 11139.8 (e).
Because Senate Bill 447, which was signed by Governor
Newsom and is currently in effect, repealed the travel
restrictions established by Government Code section
11139.8 (e), the Mayor’s Office is recommending that
Resolution 92-17 be rescinded.
RECOMMENDED ACTION: ADOPT a resolution rescinding Resolution 92-17 that prevents City-funded travel to states in reliance on state law. Governor Newsom repealed the travel restrictions
established by Government Code section 11139.8 (e) and
therefore the Mayor’s Office is recommending that
Resolution 92-17 be rescinded – Mayor’s Office (Mayor
Eduardo Martinez 510-620-6503).
AGENDA
REPORT
4479
October 3, 2023
DISCUSSION:
In 2017, the City Council adopted Resolution No. 92-17, which established restrictions on City-sponsored travel to states identified by the California Attorney General as discriminating on the basis of sexual orientation, gender identity or gender expression.
Resolution 92-17 incorporated the policies of the State of California as established by Assembly Bill (AB) 1887.
Adopted in 2016, AB 1887 prohibited a California state agency from requiring any of its employees, officers, or members to engage in non-essential travel to, or approving a request for state funded or state-sponsored travel to, any state which discriminated on the basis of sexual orientation. AB 1887 directed the California Attorney General to identify those states and to develop, maintain and post on his or her Internet Web site a current list of states that, after June 26, 2015, had enacted a law that, (1) voids or repeals, or has the effect of voiding or repealing existing state or local protections against discrimination on the basis of sexual orientation, gender identity, or gender expression; or
(2) authorizes or requires discrimination against same-sex couples or their families or on the basis of sexual orientation, gender identity, or gender expression; or (3) creates an exemption to antidiscrimination laws in order to permit discrimination against same-sex couples or their families or on the basis of sexual orientation, gender identity, or gender expression.
Resolution 92-17 relied on California Government Code section 11139.8 which prohibiting any city agency, department, board, or commission from requiring any city employees, officers, or members to travel to a state that was identified by the Attorney General under California law.
The policy included exceptions that apply if travel to a subject state is required for the following purposes:
• Enforcement of local laws, including auditing and revenue collection, • Litigation,
• To meet contractual obligations incurred before January 1, 2017, • To comply with requests by the federal government to appear before committees, • To participate in meetings or training required by a grant or required to maintain grant funding,
4480
October 3, 2023
• To complete job-required training necessary to maintain licensure or similar standards required for holding a position, in the event that comparable training cannot be obtained in California or a different state not subject to the travel prohibition,
• For the protection of public health, welfare, or safety, as determined by the affected agency, department, board, authority, or commission, and, • Participation in events, conferences, trainings or other activities that have a stated purpose of advancing anti-discrimination, anti-oppression, social justice, and pro-equality related issues that are directly relevant to the city agency, department, board, or commission requesting permission to travel.
On September 13, 2023, Governor Newson signed California Senate Bill (SB) 447 (referred to as the BRIDGE Project)) into law. SB 447 repealed the travel ban established by Government Code section 11139.8 and replaced it with an advertising campaign targeting the banned states that promotes acceptance and inclusion for the LGBTQ+ community. In arguing for the repeal, the bill’s sponsors cited how it had become unwieldy, given that the list of banned states had grown from four to twentythree.
Rescinding Resolution 92-17 is appropriate given that Government Code section 11139.8, upon which the City’s travel ban policy relies on, is no longer state law.
DOCUMENTS ATTACHED:
Attachment 1 – Resolution 92-17
Attachment 2 – Proposed Resolution Rescinding Resolution 92-17 4481
Reso. No. 92-17
RESOLUTION NO. 92-17
RESOLUTION SUPPORTING THE LESBIAN, GAY, BISEXUAL, TRANSGENDER,
INTERSEX, QUEER AND QUESTIONING (LGBTIQQ) COMMUNITY AND
ESTABLISHING A POLICY TO PREVENT CITY-FUNDED TRAVEL TO STATES
WITH LAWS DISCRIMINATING ON THE BASIS OF SEXUAL ORIENTATION,
GENDER IDENTITY OR GENDER EXPRESSION
WHEREAS, the State of California is committed to protecting civil rights, preventing discrimination, and taking action to avoid supporting or financing discrimination against lesbian, gay, bisexual and transgender people; and
WHEREAS, the City of Richmond has resolved to be a leading community in the protection of civil rights and preventing discrimination; and WHEREAS, Richmond Rainbow Pride is the first and only LGBTQ community organization in the City of Richmond, comprised of lesbian, gay, bisexual, transgender, intersex, queer and questioning (LGBTIQQ) individuals and allies who live, work and gather in the Richmond community, coming together for the collective benefit of their fellow LGBTIQQ community members; and
WHEREAS, Richmond Rainbow Pride seeks to advocate for local policy change to preserve and protect the rights of the LGBTIQQ community within the city of Richmond; and WHEREAS, in direct response to the landmark Supreme Court’s decision in Obergefell v. Hodges in which the Court ruled that the fundamental right to marry is guaranteed to same-sex couples, there are bills passed and pending in state legislatures across the country that are designed to allow discrimination against LGBTIQQ people in many aspects of their lives; and WHEREAS, there continue to be states that enact laws to void or repeal protections against discrimination on the basis of sexual orientation, gender identity, or gender expression, or that authorizes or require discrimination against same-sex couples or their families; and WHEREAS, Assembly Bill No. 1887 “State government: discrimination: travel” sponsored by California Assembly Member Low was lawfully passed in both houses of the legislature and chaptered in September of 2016 after being signed by Governor Brown; and WHEREAS, According to the California Department of Justice, Assembly Bill No. 1887 prohibits a state agency, department, board, or commission from requiring any state employees, officers, or members to travel to another state that, after June 26, 2015, has enacted a law that eliminates protections against discrimination on the basis of sexual orientation, gender identity, or gender expression; and
WHEREAS, the City of Richmond should commit to a similar policy in order to continue to show commitment to antidiscrimination and represent the values of equity and acceptance.
NOW, THEREFORE BE IT RESOLVED, that the Richmond City Council stands in solidarity and support of the LGBTIQQ community in Richmond and across the country, and against the institutionalization of discriminatory laws across the country; and BE IT FURTHER RESOLVED that the Richmond City Council supports the policies of the state of California established in Assembly Bill No. 1887 “State government:
discrimination: travel.”; and
BE IT FURTHER RESOLVED that the City of Richmond, in concurrence with California Government Code § 11139.8, hereby adopts the following policy prohibiting any city agency, department, board, or commission from requiring any city employees, officers, or members to travel to a state that, after June 26, 2015, has enacted a law that:
(1) has the effect of voiding or repealing existing state or local protections against discrimination on the basis of sexual orientation, gender identity, or gender expression; or 4482
4483
4484
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RICHMOND RESCINDING RESOLUTION NO. 92-17 THAT ESTABLISHED A POLICY TO
PREVENT CITY-FUNDED TRAVEL TO SPECIFIC STATES
WHEREAS, the City of Richmond has demonstrated a commitment to human rights and equal protection for all communities including the legal rights of women, immigrants, and LGBTIQQ people; and
WHEREAS, the City Richmond has been outspoken in advocating for the legal rights of LGBTQ people. The City is home to a diverse community of residents, including many residents identifying as lesbian, gay, bisexual, or transgender; and WHEREAS, one of the City of Richmond’s core values is focused on respect and support for people. The City recognizes and celebrates the diversity of the community by treating all individuals with respect for their personal dignity, as well as providing a wide array of specialized services; and
WHEREAS, in 2017, the City Council adopted Resolution No. 92-17 which established a policy prohibiting any city agency, department, board, or commission from requiring any city employees, officers, or members to travel to a state that was identified by the Attorney General and listed on the Attorney General’s website under California Government Code section 11139.8 as discriminating on the basis of sexual orientation, gender identity or gender expression; and WHEREAS, Resolution 92-17 is specifically tied to Assembly Bill (AB) 1887 which was codified as California Government Code section 11139.8; and WHEREAS, on September 13, 2023, Governor Newson signed California Senate Bill (SB) 447 into law, which repealed the travel ban established by Government Code section 11139.8 and replaced it with an advertising campaign targeting the banned states that promotes acceptance and inclusion for the LGBTQ+ community; and
WHEREAS, the California statutory foundation for Resolution 92-17, including the list of travel restricted states developed and maintained by the Attorney General on his website as authorized by Government Code section 11139.8, have been repealed.
NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of Richmond that Resolution No. 92-17 is hereby rescinded. ***********
4485
I certify that the foregoing resolution was passed and adopted by the City Council of the City of Richmond at a meeting held on by the following vote:
AYES:
NOES:
ABSTENTIONS:
ABSENT:
Clerk of the City of Richmond
(SEAL)
Approved:
Mayor
Approved as to form:
City Attorney
4486
October 3, 2023
Department
DATE: October 3, 2023
TO: Members of the City Council
FROM: Mayor Eduardo Martinez, Councilmember Claudia
Jimenez, and Councilmember Robinson
Subject: Long Term Financial Analysis of the City’s Budget Under Proposed Alternative Scenarios.
FINANCIAL IMPACT: Amount and funding source to be determined.
PREVIOUS COUNCIL
ACTION:
None
STATEMENT OF THE
ISSUE:
The City Council’s Draft Strategic Goals and Objectives process makes clear that resident services, green
economic development, and climate change resilience
are priorities for Richmond’s elected leadership. These objectives, both those in process and future-oriented, are at significant risk of execution, given the City’s budgetary reliance on petroleum industry revenues. Prudent
economic planning would be for the City to quantify the scale of this industry dependence on its budget, as well as consider policy options for ensuring stable, sufficient revenue.
RECOMMENDED ACTION: DIRECT city staff to work with the Mayor’s Office to finalize the draft Request for Proposals for a Long-Term Financial Analysis of the City’s Budget under the
proposed alternative scenarios - Mayor Eduardo Martinez (510-620-6503) and Councilmember Claudia Jimenez
(510-620-6565).
AGENDA
REPORT
4487
October 3, 2023
DISCUSSION:
The City of Richmond relies heavily on revenue from the petroleum industry and its induced economic activities to perform the primary activities expected of a municipality.
In addition to the taxes received from these industries, the City relies on tax revenue from businesses that sell petroleum products; auxiliary businesses that support petroleum industry operations; local businesses who support petroleum industry workers during the course of their work shift; and property and income taxes from residents who are employed within the petroleum industry.
In the June 6, 2023, agenda report detailing the proposed second draft budget for the City of Richmond’s Fiscal Year 2023-2024 (Item Y.1), City staff warns:
Utility Users Tax (UUT) – Average increase of 1.1 percent. As mentioned above, this revenue category has individual revenue streams going in very distinct directions. This revenue category also includes the Chevron Tax Settlement which ends in FY 2024- 2025, meaning the City will have a revenue loss of $4 million annually. For all years on the forecast UUT on cable, telecommunications, and prepaid wireless is forecasted to decrease while that on Gas & Electricity and the Cap Amount are both forecasted to increase.
Several reports have also indicated that governments must prepare in advance for the inevitable loss of tax revenue from the necessary and inevitable decline of the petroleum industry in light of the climate crisis, including the 2022 Environmental Justice Advisory Committee recommendations to the AB32 Climate Change Scoping Plan; “Four Pillars of Just Transition: A Roadmap” (prepared by public health experts and climate economist experts for the Climate Equity Network); and “A Program For Economic Recovery and Clean Energy Transition in California” (published by economists from the University of Massachusetts-Amherst).
As this agenda report will briefly illustrate below, the City of Richmond must plan for the future loss of not just $4 million dollars in the Utility Users Tax, but potentially all petroleum industry-related revenue.
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October 3, 2023
In 1982, the number of operating refineries in the United States was 254. As of January 1, 2023, the number of operating refineries in the United States is 124.1In September 2022, the Union for Concerned Scientists released a study predicting 75% of refineries in the United States will close in the next 30 years.2
A Long-Term Financial Analysis (LTFA) would provide the city with potential economic strategies to avoid what would be a catastrophic economic shock. In combining financial forecasting and possible fiscal strategies, this analysis would consider a potential economic crisis confronting Richmond, examine the financial consequences, and provide a starting point for the City to determine the most appropriate response.
Specifically, by quantifying the local taxes and fees paid to Richmond—and that Richmond would receive via the county— by the petroleum industry, we can develop sustainable alternatives to replace these revenues.
Regional Factors
California is the largest sub-national economy in the world. As an economy with more productive capacity than India and a GDP rivaling Germany’s, its environmental policies and economic directives carry significant weight on the petroleum industry.
On September 23, 2020, Governor Gavin Newsom issued Executive Order N-79-20, which states:
1 “ U.S. Number of Operable Refineries as of January 1.” n.d. Www.eia.gov. https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=PET&s=8_NA_8O0_NUS_C&f=A. 2 Pinto De Moura, Maria. 2022. “Low-Carbon Pathways for Transportation.” https://www.ucsusa.org/sites/default/files/2022-09/low-carbon-pathways-for-transportation-whitepaper.pdf. 4489
October 3, 2023
It shall be a goal of the State that 100 percent of in-state sales of new passenger cars and trucks will be zero-emission by 2035. It shall be a further goal of the State that 100 percent of medium- and heavy-duty vehicles in the State be zero-emission by 2045 for all operations where feasible and by 2035 for drayage trucks. It shall be further a goal of the State to transition to 100 percent zero-emission off-road vehicles and equipment by 2035 where feasible.
In a September 2022 press release, Governor Gavin Newsom’s office summarized the thrust of the California Climate Commitment, which includes a push to cut air pollution by 60%; reduce state oil consumption by 91%; reduce fossil fuel use in buildings and transportation by 92%; and cut refinery pollution by 94%.
In August 2022, California’s air board (CARB) approved a regulation banning the sale of all new gas-powered cars by 2035. Car manufacturers will have to gradually electrify their fleet of new vehicles, beginning with 35% of 2026 models, increasing to 68% in 2030, and reaching 100% electrification for 2035 models. In December 2022, CARB adopted an update to the AB 32 Climate Change Scoping Plan, which (among many other goals) seeks to reduce statewide oil use 94% by 2045.
It is reasonable to assume that these environmental policies will significantly impact the public’s petroleum consumption and, therefore, revenues from the petroleum and related industries. Such a market shift would, in turn, impact a host of annual taxes and fees received by the City.
Martinez, CA as a Case Study
The sudden closures of two refineries in Contra Costa County within the last few years point to the need for cities to plan for potential transition scenarios. In August 2020, the Marathon corporation unexpectedly announced the closure of the refinery in Martinez, stating it would “indefinitely idle these facilities with no plans to restart normal operations.”3 At the time, the City of Martinez had no plan for how it would address the lost revenue, jobs, and other costs of a transition. Marathon re-opened the refinery some three years later, with a focus on processing biofuels, but operating with a fraction of the workers and economic activity.4Industry analysts have speculated that the biofuels operation is a temporary phase and the closure of the refinery is imminent.
3 “Shutdown of Marathon’s Martinez Refinery Prompts Calls for ‘Just Transition ’for Oil Workers.” 2020.
KQED. August 3, 2020. https://www.kqed.org/news/11831607/shutdown-of-marathons-martinez-refineryprompts-calls-for-just-transition-for-oil-workers. 4 Parks, Virginia, and Ian Baran. 2023. “Fossil Fuel Layoff: The Economic and Employment Effects of a Refinery Closure on Workers in the Bay Area 1 FOSSIL FUEL LAYOFF the Economic and Employment 4490
October 3, 2023
Effects of a Refinery Closure on Workers in the Bay Area.” https://laborcenter.berkeley.edu/wpcontent/uploads/2023/04/Fossil-Fuel-Layoff.pdf. 4491
October 3, 2023
Philadelphia, PA as a Case Study
In 2019, the Philadelphia Energy Solutions (PES) refinery permanently closed. The sprawling facility, covering over 1,300 acres of prime real estate in the city, had been open since 1866. A subsequent report that detailed lessons learned from the closure noted:
The victories and missteps associated with the PES refinery closure offer myriad learning opportunities. The inability to anticipate, build capacity, and plan for the refinery’s closure left Philadelphia unprepared for the dynamic, fast-moving situation that ensued after the 2019 explosion. Primarily, the events represented a failure on the part of city leadership.5
The analysis takes care to repeatedly assert that California refinery communities, in particular, should heed the lessons learned from the PES refinery closure. Among many factors, the report notes an industry similarity between the East and West Coasts:
Refinery capacity for the East Coast Petroleum Administration for Defense District (PADD 1) and West Coast (PADD 5) are contracting, while capacity in the Midwest/Gulf Coast is expanding (Figure 3)(EIA n.d.a.). This is largely the result of the PADD 3 economic access to cheap domestic and Canadian crudes, pipeline infrastructure investments, and history of considerable refinery assets along the Gulf Coasts.
5 Simeone, Christina. 2023. “An Unrefined Ending: Lessons Learned from the Creation and Closure of the Philadelphia Energy Solutions Refinery,” March. https://doi.org/10.47923/2023.14968. 4492
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7 of 9
October 3, 2023
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October 3, 2023
In Philadelphia, leaders were unwilling to plan for a future that did not feature the petroleum industry. The City of Richmond has the opportunity to heed this report’s warning— and, more importantly, to chart a different, more proactive course.
The Outlook of Fuel Retail
As governments regulate markets to combat climate change and reduce carbon emissions, the automotive industry is undergoing a transition from internal combustion engine vehicles to electric ones. This year, 21% of all new cars sold in California have been zero emission vehicles.6In July, seven major automakers announced their plans to form a new company that will build a North American charging network for electric vehicles, thereby increasing the needed infrastructure to further incentivize the switch for consumers.7 According to one study, the three biggest automotive markets— the United States, the European Union, and China— will be fully electric by 2035.8 Even in scenarios with slower adoptions of EVs, a 2019 study predicts that a significant portion of the fuel retail network in some markets may become unprofitable by 2035: on a rapid adoption scenario of electric vehicles, autonomous vehicles, and new mobility models, up to 80% of the current fuel-retail network could be unprofitable.9 Needless to say, the economic outlook for gas stations is likely to become challenging rather quickly. The electrification shift is expected to result in a gradual decline in demand for gasoline and diesel, which will have a direct and profound impact on the traditional gas station business model. As EV adoption continues to grow, the revenue generated by gas stations from fuel sales is expected to decline steadily, putting significant pressure on their profitability. We can reasonably predict that this sector of retail in Richmond will be accordingly impacted.
6 https://www.gov.ca.gov/2023/04/21/california-surpasses-1-5-million-zevs-goal-two-years-ahead-ofschedule/#:~:text=This%20year%2C%2021%25%20of%20all,future%2C%E2%80%9D%20said%20Gove rnor%20Newsom.
7 Colias, Mike, River Davis, and Ryan Felton. 2023. “Big Automakers Plan Thousands of EV Chargers in $1 Billion U.S. Push.” Wall Street Journal, July 26, 2023, sec. Business. https://www.wsj.com/articles/bigautomakers-plan-thousands-of-ev-chargers-in-1-billion-u-s-push-af748d19. 8 “ Why the Future Involves E-Mobility | McKinsey.” n.d. Www.mckinsey.com. https://www.mckinsey.com/industries/automotive-and-assembly/our-insights/why-the-automotive-future-iselectric#/. 9 Rubeis, Mirko, Stuart Groves, Tony Portera, and Giuseppe Bonaccorsi. 2020. “Is There a Future for Service Stations?” BCG Global. September 18, 2020. https://www.bcg.com/publications/2019/servicestations-future. 4494
October 3, 2023
Conclusion
We have, in short, continued to hedge our City’s financial future on an increasingly unsafe bet. Necessary changes in the energy sector require careful planning to ensure that the City of Richmond is prepared for scenarios wherein the local petroleum industry contracts. The reliance for a significant portion of Utility Users Tax revenue on a negotiated agreement that expires in the near-term highlights the need for analysis of policy options for ensuring stable, sufficient revenue.
Prudent economic planning would also anticipate extensive site remediation costs and the massive layoffs that would result from the decline of the petroleum industry, but those important factors are beyond the scope of this item. Instead, this item seeks a) clarity on the long-term financial impact of petroleum industry revenue losses over a twenty-year period and b) proposed fiscal tools to begin replacing this revenue loss in a proactive way.
1 https://www.gov.ca.gov/2023/04/21/california-surpasses-1-5-million-zevs-goal-twoyears-ahead-ofschedule/#:~:text=This%20year%2C%2021%25%20of%20all,future%2C%E2%80%9D %20said%20Governor%20Newsom.
1 Colias, Mike, River Davis, and Ryan Felton. 2023. “Big Automakers Plan Thousands of EV Chargers in $1 Billion U.S. Push.” Wall Street Journal, July 26, 2023, sec. Business. https://www.wsj.com/articles/big-automakers-plan-thousands-of-ev-chargers-in-1-billionu-s-push-af748d19. 1 “ Why the Future Involves E-Mobility | McKinsey.” n.d. Www.mckinsey.com. https://www.mckinsey.com/industries/automotive-and-assembly/our-insights/why-theautomotive-future-is-electric#/. 1 Rubeis, Mirko, Stuart Groves, Tony Portera, and Giuseppe Bonaccorsi. 2020. “Is There a Future for Service Stations?” BCG Global. September 18, 2020. https://www.bcg.com/publications/2019/service-stations-future.
DOCUMENTS ATTACHED:
None
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October 3, 2023
Library and Community Services
Public Works
DATE: October 3, 2023
TO: Mayor Martinez and Members of the City Council
FROM: LaShonda White, Deputy City Manager – Community
Services
Daniel Chavarria, Director of Public Works
Subject: Opportunities for Soccer Fields and Other Amenities at Various City Parks
FINANCIAL IMPACT: Based on the information presented from consultants, it is estimated that up to $7 million could support the shortterm development of two to three upgrades to City park and soccer spaces. The ultimate financial impact to the City will depend on City Council direction, final park
designs, and more refined cost estimates.
The City Council will receive an update on costs and
information regarding potential funding sources for these projects during a budget update in October 2023.
PREVIOUS COUNCIL
ACTION:
July 11, 2023
STATEMENT OF THE
ISSUE:
City Council directed City staff to evaluate which city parks could include soccer fields as well as establish
both a budget and funding plan to implement these fields.
City Council will receive a status update on short-term and long-term plans regarding opportunities to increase the quality and quantity of soccer fields in Richmond.
AGENDA
REPORT
4496
October 3, 2023
RECOMMENDED ACTION: RECEIVE an update on the City’s efforts to increase the quality and quantity of soccer fields within the City of Richmond – Public Works Department/Community
Services Department (Daniel Chavarria 510-620-
5478/LaShonda White 510-620-6512).
DISCUSSION:
City Council Direction – July 11, 2023
On July 11, 2023, the City Council discussed and provided direction to City staff regarding additional soccer fields and the maintenance of current fields. After receiving a presentation and hearing from residents and stakeholders on the topic, City Council ultimately provided the following direction to City staff:
“A motion was made to direct staff to bring the Park Plan to the city council in September with a clear plan for which city parks could have soccer fields of different sizes with a budget and funding plan, and to work with the school district to create a memorandum of understanding to enable the use of district facilities for Richmond soccer leagues. Councilmember Robinson made a friendly amendment to direct staff to work with the neighborhood councils to obtain community input regarding the proposed soccer fields and to allocate a significant portion of anticipated surplus funds for soccer fields. Councilmember Zepeda made another friendly amendment to include funding for bathrooms at MLK Park that are open and cleaned while in use for soccer.” Per this direction, City staff retained Marcia Vallier with CSW|ST2 to review existing parks to determine locations suitable for new soccer fields, assess the condition of each park, identify required field/site, parking and spectator park improvements, associated costs, and prioritize locations based on identified criteria. Ms. Vallier was previously retained to evaluate conditions from within the inner-city portion of Richmond prior to the City’s redirection to focus on the soccer field analysis.
Recreation and Parks Commission
Ms. Vallier presented the initial findings of soccer field opportunities to the Recreation and Parks Commission Meeting on September 6, 2023. Commissioners noted the following:
1. The use of artificial fields will increase storm water runoff. The project should integrate trees at the perimeter to mitigate this effect.
2. Since soccer fields will occupy area of softball, baseball, lacrosse, and similar field sports, the City will need to develop a reservation system. 4497
October 3, 2023
Background
The City of Richmond has 50 City-owned parks totaling an area of about 248 acres. In addition, there are seven joint use sites, which are West Contra Costa Unified School District (WCCUSD) facilities that have an area of about 31 acres. According to the City of Richmond 2010 Parks Master Plan, which sets level or service standards for parks and fields there is to be one soccer field per 3,000 residents. Thus, the City should have 23 fields based upon the City’s current population. Note that the soccer fields are typically multipurpose use and include baseball and softball uses as well. Based upon City staff’s review of the City’s current facilities, 20 of the parks could accommodate soccer fields of varying sizes. Four additional sites could also accommodate soccer fields through a joint use agreement with WCCUSD.
Richmond has a robust group of soccer clubs with between 38 to 40 teams including Richmond SOL, Richmond Rayados, and Richmond United Soccer Club. These teams currently play year-round, with a short break of about three weeks in December, locally at Martin Luther King, Jr. Park in Richmond, Tom Bates Sports Complex in Berkeley, and the Rumrill Sports Park in San Pablo. Practice occurs at various locations in Richmond including Shields Reid, Booker T Anderson, Country Club, Nichol, and Wendell Parks.
From discussions with stakeholders, the basic requirements for a field to support soccer club and league play were developed. This includes varied field sizes per age group, but also identifies the need for adequate parking; an accessible path of travel to the field; restrooms, drinking fountain and bottle fillers; spectator area; play areas for children not participating in a match; and fencing to contain balls especially along the goal lines. Lighting is desired for practice and competition fields to extend play hours in the winter.
Soccer field sizes are based upon the age of the players. Soccer age groups have a “Ux” naming convention, with “U” meaning under and “x” being the age. Thus, a U10 field is for players under 10 years old. In addition, fields are defined by the number of players, 7v7 means seven players on each team. This typically occurs at ages of 9 and above. Based upon discussion with Richmond’s Soccer groups, the U10 fields are adequate for practice and under 10-year-old players while U13 would be for older players and tournament play. The field at Martin Luther King Park, Jr. is an example of a tournament field. The following tables illustrate the sizes of various field types ranging from small children to collegiate players.
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October 3, 2023
U8/4v4 – Player 6 to 8 years old – Potential for integration into small areas Feature Size
Length (touchline) 25-35 yards
Width (goal line) 15-25 yards
Goal Size 6 feet wide x 4 ft. high
U10/7v7 – Player 9 to 10 years old – Typical practice field Feature Size
Length (touchline) 55-65 yards (50-59.4 meters)
Width (goal line) 35-45 yards (32-41 meters)
Goal Size 18 feet wide x 6 ft. high
U13/11v11 – Players 13 to 18 – Typical for league play
Feature Size
Length (touchline) 100-130 yards (90-120 meters)
Width (goal line) 50-100 yards (45-90 meters)
Goal Size 24 feet wide x 8 ft. high
College level (NCAA) – Provided for reference.
Feature Size
Length (touchline) 115-120 yards
Width (goal line) 70-75 yards
Goal Size 8 yds wide x 8 ft. high
CSW|ST2 staff have visited all the parks in Richmond and has confirmed that fields of various sizes as previously noted can be integrated. In general, CSW|ST2 staff recommends developing six to ten adult competition U13/11v11 fields with the remaining fields being U10/7v7 as practice fields. The following table illustrates the field size and quantity per election district.
DISTRICT 1 – (3) U10 and (2) U13 Fields
Belding Garcia Park – (1) U10
Lucas Park – (1) U10 and (1) U13
Nevin Park – (1) U10
Wendell Park – (1) U13
DISTRICT 2 – (2) U10 and (3) U13 Fields
Country Club Vista Park – (1) U10 and (1) U13
Judge Carroll Park – (1) U10
North Richmond Ball Field – (1) U13
Shields-Reid Park – (1) U13 an existing plan exists to upgrade the field DISTRICT 3 – (4) U10 and (5) U13 Fields plus (1) U13 Joint Use Field Boorman Park – (1) U10
Boyd Park – (1) U13
Martin Luther King, Jr. Park – (2) U13
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October 3, 2023
Lavonya De Jean Middle School Field – (1) U13, Need Joint Use Agreement Nichol Park – (2) U10, (2) U13
Unity Park Phase II – (1) U10 – future if grant awarded DISTRICT 4 – (3) U10 and (3) U13 Joint Use Fields
Fairmede Park at Highland Elementary School – (1) U13, Joint Use Site Hilltop Park – (1) U10 – Joint Use Site
LaMoine Park at Valley View School Field – (1) U13, (2) U10, Joint Use Site Olinda School Field – (1) U13, Joint Use Site
DISTRICT 5 – (1) U10, (4) U13 and (2) Recreational Fields, and (2) U13 Joint Use Fields
Booker T. Anderson Park – (2) U13
John F. Kennedy Park – (1) U13, (1)U10
Lucretia Edwards Park – (1) Recreational, non-league/club play Marina Park – (1) U13
Shimada Park – 1) Recreational, non-league/club play
Vincent Park – (1) Recreational, non-league/club play
State Court Park at Kennedy High School – (2) U13, Need Joint Use Agreement DISTRICT 6 – (1) U10 and 1 Recreational Field
Burg Park – (1) U10
Tiller Park – (1) Recreational, non-league/club play
A typical test fit of a soccer field layout at County Club Vista that fits full-size U13 and a U10 field is shown in the following figure. Additional test fits are shown in the presentation attached to this staff report (Attachment 1). 4500
October 3, 2023
The City has multiple parks that can accommodate the U10 and U13 soccer fields that will meet the current demand. Space was identified for 14-U10 and17-U13 fields within City parks. There is the potential for 3-U1- and 6-U13 using four to six of the WCCUSD joint use sites. This exceeds the required 23 fields needed to meet the 1 soccer field per 3,000 people level of service.
CSW|ST2 staff learned that WCCUSD is open to restoring joint use agreements allowing the use of school facilities. Additionally, there is a ‘7-11’ committee looking at surplus school sites and a few that are not good candidates for sale or teacher housing due to access or other issues may be great locations for soccer fields. Related to that, Supervisor John Gioia is looking into surplus County sites for a soccer complex to address concerns he has heard from the soccer community, county-wide like the Gilman Fields complex.
A key constraint to developing soccer fields is the high use. Stakeholders expect to use the field year-round except for December. A natural grass field must rest so that it is not damaged. For this high level of use, the U13 competition and some of the U10 practice fields will likely need to be constructed from artificial turf. Artificial turf costs more, but its life cycle cost is less than grass and it provides space for year-round play. The following compares the cost and restrictions between various field types.
Item Natural Turf Artificial Turn
Cost $15/ SF $30/SF
Maintenance Raked and seeded every
year
Replace turn every 10 to 15
years
Irrigation required Yes, to water the turf Yes, to cool the turf.
Use limitations Must heal after use No requirements
To immediately improve soccer field opportunities, there are two sites within the City that may be considered:
Wendell Park – Wendell Park can provide one U13 field. All that would be required is repair of the irrigation, smoothing of the surface, and re-sodding. This work can be accomplished for a modest investment of less than $250,000.
Additional work may include restoration of the softball infield, new fencing and backstop, and new play equipment and surfacing totaling an additional $500,000. Shields Reid Park – Shields Reid Park was designed to have a combined soccer and softball field. It is currently in the planning stage to improve the playground and add an amphitheater. A soccer field could be incorporated into the park.
The costs to upgrade the field and repair the basketball courts range from about $1 million to $4.7 million. The higher range includes artificial turf, field lights, and fencing.
Moving forward, CSW|ST2 and City Staff estimates the cost to implement the soccer fields listed above could require up to approximately $7 million in funding (could include additional amenity upgrades, upgrades to other soccer spaces that could be done in a 4501
October 3, 2023
shorter-term timeframe, escalating costs, etc.). This would create an increase in operations cost; however, an analysis of those annual costs are currently unknown.
The ultimate financial impact to the City will depend on City Council direction, final park designs, and more refined cost estimates. The City Council will receive an update on costs and information regarding potential funding sources for these projects during a budget update in October 2023.
Environmental Review
At this time, the project has not been reviewed in accordance with the California Environmental Quality Act. Once a project description is developed, City staff will evaluate it in accordance with the requirements of the California Public Resources Code.
Next Steps
City staff looks forward to additional discussion and direction regarding improved and increased soccer fields in Richmond. Moving forward, City staff will:
Work to implement the short-term projects within Fiscal Year 2023-24 Implement existing grant-funded projects
Continue to look for grants to develop more soccer fields and upgrade other park amenities
Review all park needs to ensure equitable allocation of resources Allocate City resources to support the development of soccer fields and upgrade park amenities
Continue work with WCCUSD – Draft JUA to City Council before end of December 2023
Engage community members, park users and neighborhood councils DOCUMENTS ATTACHED:
Attachment 1 – Soccer Field Presentation
4502
RICHMOND FIELD ASSESSMENT RICHMOND FIELD ASSESSMENT
City Council Study Session
Richmond, CA,
September 26, 2023
1 4503
RICHMOND FIELD ASSESSMENT
PROJECT PURPOSE
Review of existing parks in
Richmond to identify upgrades to
courts and fields and locations
for soccer fields for recreation,
practice and competition
2 4504
RICHMOND FIELD ASSESSMENT
BACKGROUND
In December 2010, the
Richmond Parks Master Plan was adopted
The Richmond Parks Master Plan is a strategic
document that provides long-term vision for
the City’s parks, trails and open space.
The plan sets the level of service standards for
park acreage, service areas and active sport
and recreation facilities per capita.
3 4505
RICHMOND FIELD ASSESSMENT
BACKGROUND
RICHMOND PARKS:
Richmond has
50 City Parks – 247.6 acres
7 Joint Use Sites – 30.7 acres
278.3 acres of park land including
joint use sites
7 Regional Parks – 5,225 acres
1 National Historical Park
4 4506
RICHMOND FIELD ASSESSMENT
BACKGROUND
POPULATION:
2010 Population Estimate was
105,630 residents, and in 2020,
116,448
• 26% of the population is under
the age of 18 years, and
• 14% of the population is 65
years of age or older.
Children, youth and seniors
constitute significant segments of
Richmond’s population.
66%
6%
6%
13%
9%
5 4507
RICHMOND FIELD ASSESSMENT
BACKGROUND
SOCCER LEVEL OF SERVICE:
According to the City of Richmond
2010 Parks Master Plan, there is to
be 1 soccer field per 3,000
residents.
Thus, the City should have
23 fields based upon the City’s
current population.
6 4508
RICHMOND FIELD ASSESSMENT
BACKGROUND
Richmond has a robust group of
soccer clubs with 38-40 teams
• Richmond SOL
• Richmond Rayados
• Richmond United Soccer Club
The soccer community plays
year-round with a short break of
2-3 weeks in December
Additional clubs include Albany Berkeley Soccer
Club, West Contra Costa Youth Soccer League,
Eastshore Alliance
7 4509
RICHMOND FIELD ASSESSMENT
BACKGROUND
The soccer clubs currently practice
and play at:
• Tom Bates Regional Sports
Complex
• Martin Luther King, Jr. Park
• Booker T. Anderson Park
• Country Club Vista Park
• Shields-Reid Park
• Nichol Park
• Wendell Park
8 4510
RICHMOND FIELD ASSESSMENT
BACKGROUND
BASEBALL, SOFTBALL AND
FOOTBALL LEVEL OF SERVICE:
According to the City of Richmond
2010 Parks Master Plan, there is to
be 1 field per 4,400 residents for
softball and baseball and 1 to
26,000 for football.
• Baseball –13 baseball fields
existing
• Softball – have 11 fields
existing, need two more fields
• Football – 4 fields, need one more
field
9 4511
RICHMOND FIELD ASSESSMENT
BACKGROUND
Richmond has a multiple baseball,
softball and football teams
• Richmond Little League – 12
teams
• City and Richmond Police
Athletic League Flag Football –
12 teams
• Junior Giants Baseball and
Softball – 22 teams
• Richmond Steelers – 6-7 teams
• East Bay Cyclones – 16 teams
10 4512
RICHMOND FIELD ASSESSMENT
BACKGROUND
The baseball, softball and football
clubs currently practice and play
year-round with the exception of
later November to early January
at:
• Booker T. Anderson Park
• Nichol Park
• Richard Boyd Park
• Belding-Garcia Park
• North Richmond Ball Fields
• Tiller Park
11 4513
RICHMOND FIELD ASSESSMENT
FINDINGS
To support the club and league play
we need fields with:
• Parking with accessible path of
travel
• Restrooms, concessions and
drinking fountains
• Spectator area and seating
• Fencing
• Play area for non-participating
siblings
• Storage for goals and equipment
• Lighting for evening play 12 4514
RICHMOND FIELD ASSESSMENT
FINDINGS
Richmond Soccer groups need two
field sizes
• U10 / 7v7 – for practice and
matches for 10-years old and
under
• U13 / 11v11 – for players 13- to
18-years old and above
• Recommend Number of Fields
• 6-10 U13 / 11v11 Fields
• 13-17 U10 / 7v7 Fields
13 4515
RICHMOND FIELD ASSESSMENT
FINDINGS
U10 / 7 v 7 – for practice and
matches for 10 years old and under
Length (touchline) 55-65 yards
Width (goal line) 35-45 yards
Center Circle Diameter 16 yards
Goal Area Dimensions 4 x 8 yards
Goal Size 18 feet wide x 6 ft.
high
14 4516
RICHMOND FIELD ASSESSMENT
FINDINGS
U13 / 11 v 11 – for players 13 to 18
years old and above
Length (touchline) 100-120 yards
Width (goal line) 50-80 yards
Center Circle Diameter 20 yards
Goal Area Dimensions 6 x 20 yards
Goal Size 18 feet wide x 6 ft.
high
15 4517
RICHMOND FIELD ASSESSMENT
RICHMOND PARKS
There are 18-20 Richmond parks
that may accommodate U10/7v7
and U13/11v11 soccer fields of
varying size within the six City
Council Districts plus WCCUSD joint
use sites
• 17 Neighborhood Parks
• 3 Community Parks
• 4-6 WCCUSD Joint Use Site
DISTRICT 2
DISTRICT 1
DISTRICT 3
DISTRICT 4
DISTRICT 6
DISTRICT 5
16 4518
RICHMOND FIELD ASSESSMENT
RICHMOND PARKS
DISTRICT 1
• Belding Garcia Park – (1) U10
• Lucas Park – (1) U13,
(1) recreational field
• Nevin Park – (1) U10 or smaller U8
field
• Wendell Park – (1) U13
DISTRICT 1
17 4519
RICHMOND FIELD ASSESSMENT
RICHMOND PARKS
DISTRICT 1
• Belding Garcia Park – (1) U10
• Lucas Park – (1) U10, (1)U13
• Nevin Park – (1) U10
• Wendell Park – (1) U13
Belding-Garcia Park
Nevin Park
Lucas Park
Wendell Park 18 4520
RICHMOND FIELD ASSESSMENT
RICHMOND PARKS
DISTRICT 2
• Country Club Vista Park – (1) U13
and (1) U10
• Judge Carroll Park – (1) U10
conflict with informal dog park use
• North Richmond Ball Field – (1) U13
• Shields-Reid Park – (1) U13
plan exists to upgrade the field
DISTRICT 2
19 4521
RICHMOND FIELD ASSESSMENT
RICHMOND PARKS
DISTRICT 2
• Country Club Vista Park – (1) U10
and (1) U103
• Judge Carroll Park – (1) U10
conflict with informal dog park use
• North Richmond Ball Field – (1) U13
• Shields-Reid Park – (1) U13
plan exists to upgrade the field
Country Club Vista Park
North Richmond Ball Field
Judge Carroll Park
Shields-Reid Park 20 4522
RICHMOND FIELD ASSESSMENT
RICHMOND PARKS
DISTRICT 2
• Shields-Reid Park – (1) U13
plan exists to upgrade the field
Shields-Reid Park
21 4523
RICHMOND FIELD ASSESSMENT
RICHMOND PARKS
DISTRICT 3
• Boorman Park – (1) U10 Currently
funded by Prop 84 Grant
• Boyd Park – (1) U10, Applied for
grant 2023
• Martin Luther King, Jr. Park – (2)
U13, including existing artificial turf
fields
• Nichol Park – (2) U13, (2)U10
• Unity Park Phase II – (1) U10,
Applied for grant 2023
DISTRICT 3
22 4524
RICHMOND FIELD ASSESSMENT
RICHMOND PARKS
DISTRICT 3
• Boorman Park – (1) U10, Currently
funded by Prop 84 Grant
• Boyd Park – (1) U13, Applied for
Clean California Grant 2023
• Lavonya DeJean Middle School –
(1) U13, Joint Use Site
• Martin Luther King, Jr. Park – (2)
U13, including existing artificial turf
fields
• Nichol Park – (2) U13, (2)U10
• Unity Park Phase II – (1) U10,
Applied for Clean California Grant
2023
Boorman Park
Richard J. Boyd Park
Martin Luther King, Jr. Park
Nichol Park
Unity Park – Phase II
23 Lavonya DeJean Middle School
4525
RICHMOND FIELD ASSESSMENT
RICHMOND PARKS
DISTRICT 3
• Boorman Park – (1) U10 Currently
funded by Prop 84 Grant
• Boyd Park – (1) U10, Applied for
grant 2023
• Unity Park Phase II – (1) U10,
Applied for grant 2023
Boorman Park Richard J. Boyd Park
Unity Park – Phase II
24 4526
RICHMOND FIELD ASSESSMENT
RICHMOND PARKS
DISTRICT 3
• Martin Luther King, Jr. Park –
Potential for combination artificial
turf baseball/soccer field
4527
RICHMOND FIELD ASSESSMENT
RICHMOND PARKS
DISTRICT 4
• Fairmede Park at Highland
Elementary School – (1) U13, Joint
Use Site
• Hilltop Park – (1)U10 – Joint Use Site
• Olinda School Field – (1)U13, Joint
Use Site
• LaMoine Park at Valley View School
Field – (1)U13, (1)U10, Joint Use
DISTRICT 4
26 4528
RICHMOND FIELD ASSESSMENT
RICHMOND PARKS
DISTRICT 4
• Fairmede Park at Highland
Elementary School – (1) U13, Joint
Use Site
• Hilltop Park – (1)U10 – Joint Use Site
• Olinda School Field – (1)U13, Joint
Use Site
• LaMoine Park at Valley View School
Field – (1)U13, (2)U10, Joint Use
Fairmede Park at Highland School Hilltop Park
Olinda School Field LaMoine Park at Valley View School
27 4529
RICHMOND FIELD ASSESSMENT
RICHMOND PARKS
DISTRICT 5
• Booker T. Anderson Park – (3-4)U13
• John F. Kennedy Park – (1) U13,
(1)U10
• Lucretia Edwards Park – (1)
Recreational
• Marina Park – (1) U13
• Shimada Park – (1) Recreational,
• Vincent Park – (1) Recreational
• State Court Park at Kennedy High
School – (1)U13, Need Joint Use
Agreement
DISTRICT 5
28 4530
RICHMOND FIELD ASSESSMENT
RICHMOND PARKS
DISTRICT 5
• Booker T. Anderson Park – (2) U13
• Lucretia Edwards Park – (1)
Recreational, non-league/club play
• John F. Kennedy Park – (1) U13,
(1)U10
• State Court Park at Kennedy High
School – (2)U13, Need Joint Use
Agreement
• Vincent Park – (1) Recreational, nonleague/club play John F. Kennedy Park
Booker T. Anderson Park
Marina Park
Vincent Park
Lucretia Edwards Park
State Court Park at Kennedy High School 29 4531
RICHMOND FIELD ASSESSMENT
RICHMOND PARKS
DISTRICT 6
• Burg Park – (1)U10
• Tiller Park – (1) Recreational, nonleague/club play
DISTRICT 6
30 4532
RICHMOND FIELD ASSESSMENT
RICHMOND PARKS
DISTRICT 6
• Burg Park – (1) Recreational
• Tiller Park – (1) Recreational Burg Park
Tiller Park 31 4533
RICHMOND FIELD ASSESSMENT
FIELD LOCATIONS
U13 / 11v11 – 11 plus 5 joint use
• MLK – 1 turf, 1 grass
• Booker T. Anderson – 2 grass
• Wendell – 1 grass
• Country Club Vista – 1 grass
• North Richmond Fields – 1 grass
• Shields-Reid – 1 grass or turf
• Kennedy – 1 grass
• Marina Park – 1 grass
• Nichol – 1 grass
• Fairmede – 1 grass
• Valley View – 1 grass
• Olinda – 1 grass
• State Court – 2 grass 32 4534
RICHMOND FIELD ASSESSMENT
FIELD LOCATIONS
U10 / 7v7 – 7 plus 1 joint use and 4
recreational
• Belding-Garcia – 1 grass
• Lucas Park – 1 grass
• Nevin – 1 grass
• Judge Carrol – 1 grass
• Boorman – 1 grass (turf)
• Boyd – 1 grass
• Unity – 1 turf (future)
• Hilltop – 1 grass
• Vincent – recreational
• Edwards – recreational
• Tiller – recreational
• Parchester - recreational 33 4535
RICHMOND FIELD ASSESSMENT
RECOMMENDATIONS
Expand useability of existing fields
• Upgrade field areas - grass,
drainage, grades and irrigation
• Upgrade amenities – restrooms,
play areas, parking, path of
travel, fencing, tennis,
basketball and pickle ball courts
• Change configuration and
modify softball/baseball infields
and fencing for multiuse
• Obtain joint use agreements
with WCCUSD to expand field
offerings in District 4 34 4536
RICHMOND FIELD ASSESSMENT
RECOMMENDATIONS
Create new competition fields
• Reconfigure large parks to
accommodate more fields
• Install artificial turf to expand
usage during rainy season
• Install or upgrade lighting to
extend hours of use
• Create new community sports
facilities
35 4537
RICHMOND FIELD ASSESSMENT
IN THE WORKS
DISTRICT 3
• Boorman Park – (1) U10 Currently
funded by Prop 84 Grant
• Boyd Park – (1) U13, Applied for
grant 2023
• Unity Park Phase II – (1) U10,
Applied for grant 2023
Boorman Park Richard J. Boyd Park
Unity Park – Phase II
36 4538
RICHMOND FIELD ASSESSMENT
SHORT TERM PLAY
• Wendell Park – upgrade
irrigation, refurbish turf, replace
fencing and backstop, fence
futsal court, renovate play area
• Shields-Reid Park – fund
artificial turf field
• Maintenance – Increase
maintenance budget to renovate
and maintain existing turf areas
• Adopt-A-Spot maintenance
assistance by leagues and clubs
to help maintain fields during
seasonal play
37 4539
RICHMOND FIELD ASSESSMENT
MID TERM PLAY
• Country Club Vista – install
artificial turf within soccer area,
install new restroom building,
and field lighting
• North Richmond Fields –
reconfigure and install artificial
turf, restrooms, play area,
fencing modifications,
reconfigure parking and add
field lighting. Possible joint use
agreement with WCCUSD at
Verde School for basketball
courts on hard court area
38 4540
RICHMOND FIELD ASSESSMENT
JOINT USE PLAY
Establish Joint Use Agreements
• Hilltop Park, surplus lands
• Fairmede Park, Highland
Elementary School
• LaMoine Park, Valley View
Elementary School
• Olinda Elementary School
• State Court Park, Kennedy High
School
• Nichol Park, Lovonya De Jean
Middle School
39 4541
RICHMOND FIELD ASSESSMENT
APPLY FOR GRANTS
• Booker T. Anderson Park – apply
for a grant to install artificial
turf for multisport fields,
renovate play area, install new
restroom/concession building,
install new basketball, tennis
and pickle ball courts, lighting
upgrades
• Lucas Park – apply for a grant
to reconfigure the fields for
multiuse, expand courts, modify
play area, parking and restroom
40 4542
RICHMOND FIELD ASSESSMENT
APPLY FOR GRANT
• Nichol Park – apply for a grant
to renovate the park to install
artificial turf multisport fields,
new fencing, new
restroom/concession building,
new basketball, tennis and
pickle ball courts, new play
area, new sand volleyball courts,
new bocce and lawn bowling
area, renovated skate park,
increased parking and lighting
41 4543
RICHMOND FIELD ASSESSMENT
OUTREACH
Work with the City Council, the
community, neighborhood councils,
sports leagues, and commissions
to determine scope and priority of
park improvements
• City Council direction on priority
• Initiate outreach to community
and neighborhood councils
adjacent to the selected park
• Prepare conceptual plans, cost
estimates, grant application(s)
and identify funding for
implementation
Boyd Park
Iron Triangle
Atchison
Village
Point
Richmond
42 4544
RICHMOND FIELD ASSESSMENT
OUTREACH
Work with the City Council, the
community, neighborhood councils,
sports leagues, and commissions
to determine scope and priority of
park improvements
• City Council direction on priority
• Initiate outreach to community
and neighborhood councils
adjacent to the selected park
• Prepare conceptual plans, cost
estimates, grant application(s)
and identify funding for
implementation 43 4545
October 3, 2023
Police Department
DATE: October 3, 2023
TO: Mayor Martinez and Members of the City Council
FROM: Bisa French, Chief of Police
Subject: 18-Month Plan to Eliminate Mandatory Overtime within the Richmond Police Department
FINANCIAL IMPACT: The City Manager will have Finance provide an assessment on recommendations.
PREVIOUS COUNCIL
ACTION:
N/A
STATEMENT OF THE
ISSUE:
Due to staffing shortages, police personnel have been
forced to sign up monthly for mandatory overtime shifts.
The department has developed a plan to curtail the need for mandatory overtime within the next 18 months.
RECOMMENDED ACTION: RECEIVE a report which outlines the Richmond Police Department’s strategy to eliminate the need for
mandatory patrol overtime signups within the next 18
months – Police Department (Chief Bisa French 510-621-
1802).
DISCUSSION:
Richmond Police Department
Mandatory patrol overtime has been a longstanding concern within the police department. While mandatory overtime has been necessary to meet operational needs, demands, and minimum staffing obligations, its consistent use has resulted in officer AGENDA
REPORT
4546
October 3, 2023
fatigue, diminished morale, and the potential long-term negative impacts on performance, injury, and mental well-being. The primary drivers of mandatory overtime are multi-faceted. The significant issues that impact patrol staffing include officer retirements (service and industrial), officers leaving the City of Richmond for employment at other municipal and state police agencies, and officers who have left the profession altogether to pursue other career interests. These issues, and others, have historically caused vacancy rates to outpace hiring new officers over the last few years.
Considering this information, the police department developed a plan which aims to address these issues while suggesting ways to optimize our staffing resources both currently and into the future.
The primary objective of this plan is to systematically eliminate mandatory overtime within the police department’s patrol teams over the next 18 months. Implementing this plan will ensure a more sustainable and healthy work environment for our officers while maintaining the highest public safety standards and service to the community.
DOCUMENTS ATTACHED:
Attachment 1 – Powerpoint Presentation
4547
RICHMOND POLICE DEPARTMENT
28-SEP-23 1
18 MONTH MANDATORY OVERTIME
REDUCTION PLAN
CHIEF BISA FRENCH 4548
OVERVIEW
28-SEP-23 2
• FORCED MANDATORY PATROL OVERTIME
2021
• CURRENT STAFFING/ATTRITION RATE
• STRATEGIES FOR REDUCTION
• Internal Policies and Procedures
• Retention Efforts
• Recruiting Plan
4549
28 -SEP-233
4550
RETENTION
28-SEP-23 4
• INTERNAL POLICIES AND PROCEDURES
• RETENTION INCENTIVES
• Wellness Programs
• Retainment Enhancements
• Assigned Vehicle Program
4551
Local Retention/Recruitment Strategies
• Alameda PD $75k Hiring Bonus
• CCSO $3k Hiring Bonus
• Dixon PD $30k Hiring Bonus
• Vacaville PD $20k Hiring Bonus
• BART PD $15k Hiring Bonus
• San Jose PD $10k Hiring Bonus
• Campbell PD $10k Hiring Bonus
• Fairfield PD Assigned Vehicle Program
4552
DEPARTMENT BENEFIT
• Increased morale and support
• Competitive advantage
• Significant retention resource
• Distinct advantage in attracting new hires
• Compelling lateral incentive
• Increased visibility and presence
• Increased visibility within city
• Optimizing response time
• Maximizing community building opportunities
• Improved fiscal accountability
• Enhanced vehicle longevity
RESEARCH COMMUNITY BENEFIT
All at 90-98% staffed:
• Fairfield PD
• Vacaville PD
• Dixon PD
• Benicia PD
Richmond PD: ~ 80%
26 RPD Officers have resigned for other law
enforcement agencies since 2019
WHAT IS AN ASSIGNED VEHICLE PROGRAM
28-SEP-23 6
PRESENCE
RECRUITING
DEFINING AND IDENTIFYING
RETENTION
RESPONSIBILITY
AGENCIES WITH AVPs
4553
KEY TAKE AWAYS
7 28-SEP-23
CRITICAL RETENTION
AND RECRUITING
TOOL
ENSURES RPD IS A
TOP TIER
DESTINATION
1 2
INEVITABLE FISCAL
BENEFIT TO THE CITY
OF RICHMOND
3 INCREASED VISIBILITY
AND RESPONSE TIME
DIRECTLY BENEFITS
COMMUNITY,
ESPECIALLY IN CASE
OF CRITICAL
INCIDENTS AND
NATURAL DISASTERS
4 4554
RECRUITMENT STRATEGIES
28-SEP-23 8
• PARTNERING WITH HUMAN RESOURCES
• CONSIDERATION OF HIRING BONUSES
• USE OF TECHNOLOGY
• EXPLORER/CADET PROGRAMS
• RELATIONSHIP BUILDING
4555
FINAL THOUGHTS…
28-SEP-23 9
4556
October 3, 2023
Fire Department
DATE: October 3, 2023
TO: Mayor Martinez and Members of the City Council
FROM: Angel Montoya, Fire Chief
Subject: 18-Month Plan to Eliminate Mandatory Overtime within the Richmond Fire Department
FINANCIAL IMPACT: The City Manager will have Finance provide an assessment on recommendations.
PREVIOUS COUNCIL
ACTION:
N/A
STATEMENT OF THE
ISSUE:
Due to staffing shortages, Fire Department personnel
have been mandated to work overtime due to multifaceted factors and minimum staffing requirements. The department has developed a plan to curtail the need for mandatory overtime within the next 18 months.
RECOMMENDED ACTION: RECEIVE a report from the Richmond Fire Department to reduce mandatory overtime within the next 18 months –
Fire Department (Chief Angel Montoya 510-307-8041).
DISCUSSION:
Richmond Fire Department
Line personnel’s overtime and mandatory overtime has been a matter of concern within the department. As early as the beginning of 2022, the department identified measures to address and reduce overtime. Specifically, the department advocated for an Alternative Dispute Resolution (ADR) contract and initiated acting certification lists.
AGENDA
REPORT
4557
October 3, 2023
However, an Alternative Dispute Resolution (ADR) contract was never entered and the acting certification list only temporarily reduced the mandatory overtime at the beginning of Fiscal Year 2022-2023. Due to factors such as injury leaves and vacancies, the department’s mandatory overtime has increased over the past months in order to meet minimum staffing requirements.
The Fire Department is diligently working on solutions to curtail mandatory overtime across all ranks. However, due to the minimum staffing requirement, the National Fire Protection Association (NFPA) Standard of a “Rapid Intervention Crew,” vacancies, and the lack of an active Alternative Dispute Resolution (ADR) contract, it would be impossible to eliminate the department’s mandatory overtime. The following are some of the proposed resolutions to reduce mandatory overtime: (a) fill vacancies as soon as possible, (b) shift balancing and overtime in rank, (c) actively maintain acting certification lists, and (d) monthly overtime tracking. In addition, the department is working in conjunction with Human Resources on several recruitment and promotional efforts to fill vacant positions. The department anticipates that by filling the vacant positions, mandatory overtime on impacted ranks will be reduced. Lastly, a reduction in overtime will be fiscally advantageous to the fire department.
DOCUMENTS ATTACHED:
None
4558
October 3, 2023
Public Works
DATE: October 3, 2023
TO: Mayor Martinez and Members of the City Council
FROM: Dave Aleshire, City Attorney
Daniel Chavarria, Director of Public Works
Subject: Contract Amendment with Wiss, Janney, Elstner
Associates, Inc. to provide architectural and engineering consulting services during the construction phase to repair of roofs and structures in the Winehaven Historic District FINANCIAL IMPACT: There is an existing design contract for historic preservations with WJE that was approved by Council for $247,000. The City Council is requested to authorize the City Attorney to negotiate a contract amendment for an
additional $438,000 to provide architectural and
engineering consulting services in connection with repair and tarping scope. Alternatively, the City Council would authorize the City Attorney to negotiate a Contract
Amendment for an additional $250,000 to provide
architectural and engineering consulting services in
connection with the tarping only scope. The funds for the contract will be paid using account string 20136031-
400650.
PREVIOUS COUNCIL
ACTION:
On May 16, 2023
AGENDA
REPORT
4559
October 3, 2023
STATEMENT OF THE
ISSUE:
The Winehaven Historic District have several vacant
structures, including damaged and deteriorated structural and enclosure components. City staff retained Wiss,
Janney, Elstner Associates, Inc., (WJE) an architectural and structural consultant, to evaluate and stabilize the cottages at the Winehaven Historical District. Staff is requesting a contract amendment with WJE to continue
these services.
RECOMMENDED ACTION: DIRECT the City Attorney to negotiate and finalize a contract amendment with Wiss, Janney, Elstner
Associates, Inc. (“WJE”) to allow WJE to retain a
contractor and to provide architectural and engineering consulting services during the build phase to support the roof repair, rehabilitation, and temporary preservation of certain cottages located in the Winehaven Historic
District; and PROVIDE DIRECTION regarding two
proposed scopes (1) $250,000 to tarp buildings that
require immediate protection from rain for a total contract amount of $497,000; or (2) $438,000 to repair certain
cottages and tarping other cottages so they may be
preserved for work expected to commence
October/November 2023. For scope 2, the architect
estimates the need for an additional $75,000 for the
original contract for the architectural and supervisory services for a total contract amount of $760,000. – Public Works Department (Dave Aleshire 510-620-6509/Daniel
Chavarria 510-620-5478).
DISCUSSION:
The Winehaven Historic District (“Winehaven”) has several vacant structures and cottages. City staff has observed damaged and deteriorated structural and enclosure components to the structures at Winehaven. Roof repairs to 28 cottages were the highest priority due to water intrusion during rain. To repair these issues, City staff sought and obtained approval of a sole-source contract with Wiss, Janney, Elstner Associates, Inc. (“WJE”) to continue their work previously done at Winehaven. On May 16, 2023, the City Council authorized entry and execution of a contract with WJE for an amount not to exceed $247,000, with a term beginning May 24, 2023 through June 30, 2024 (the 4560
October 3, 2023
“Original Contract”). (See Attachment 1.) Based on conversations with the consultant team at WJE, approximately $180,000 was reserved for work related to Winehaven and the remaining balance of $67,000 on an unrelated building (Shipyard No. 3 Historic District).
WJE conducted an onsite inspection of the structures at Winehaven and determined that four (4) cottages required total roof replacement, six (6) cottages required roof patching, and 24 cottages required roof maintenance, including repairing structural roof joists. A large amount of the expense was due to remediating hazardous waste (lead based paint, etc.) of the Site (3x cost of roof repair on average). Given the approaching rainy season, the City asked WJE to provide options for scope of work to apply tarps to the roofs of the cottages to prevent water entry during the rainy season or repair the more easily repairable structures and apply preventative tarps to the cottages requiring more extensive repairs in order to start repairs in 2024, after the rainy season ends. On September 8, 2023, WJE provided a proposal.
WJE provided four (4) proposed scopes of work. Two of the options are designed to provide immediate temporary preventative tarping, but no permanent repairs. The costs preventative tarping range from $250,000 to $520,000. While the two other scope options are designed to patch and repair the less damaged cottages while providing temporary protection to the cottages requiring extensive repairs. The estimated costs for repairs and localized tarping range from $450,000 to $564,000. These figures are a rough estimate for the cost of materials, labor, and WJE’s consulting services during the scope of work called for in the proposed scope selected by the City Council.
Prior Councils have been reluctant to complete full restoration because costs are in the millions. It is unclear how the historic area would be integrated with the future development. The future developer would pay for the restoration out of their project. Due to the onset of the rainy season, it is desirable that some emergency prevention work be done as soon as possible. However, we would simplify the Council’s choices to Scopes 1 or 2.
To date, WJE has incurred a total of $84,500 in costs to prepare design documents. WJE expects to perform an additional $5,000 in work to complete the design work. This leaves a total of $80,000 remaining in WJE’s Original Contract which can be applied to the additional work contemplated under the proposed Scopes 1 or 2.
Project Objectives
WJE identified that the Structures at Winehaven are generally deteriorated and are damaged in numerous locations, allowing water and animal intrusion and continued deterioration of historic buildings.
The overall goals of this project can be facilitated through an amendment to the WJE contract to accomplish the following:
Assist in the selection of contractors and perform Construction Administration during the installation of the repairs to stabilize the buildings and mitigate further deterioration at least over the next six months.
4561